CRAIG T. MARRS

Some features on this profile are disabled

CRD#: 1330321

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

CRAIG TIMOTHY MARRS, AIF®, CFP®, CIMA® was a registered financial professional .

CRAIG is a previously registered financial professional and started their career in finance in 1985. CRAIG had worked at 5 firms and has passed the Series 63, Series 7 and Series 6 exams.

Biography

Craig founded Marrs Wealth Management, an independent Registered Investment Advisor Firm, in 2010, following a 25-year career with Ameriprise. He has a passion for educating the public on the importance of upholding the fiduciary standard. Craig has a Bachelor’s in Finance from Iowa State University. He has held leadership positions on non-profit boards including the Iowa State University Foundation Investment Committee. Craig and his wife, Beth, enjoy spending time with their kids and grandkids in Iowa and Colorado.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Estate Planning

Tax Planning

Retirement Income Management

Retirement Planning

Investment Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Craig is a Manager of Marrs Real Estate, LLC, a real estate ownership and management company in Ames, IA. He spends 10 hours a month (0 hours during trading hours) paying bills, maintaining facilities, and leasing properties. He has engaged in this activity since 01/01/1993. While Craig is not compensated for this activity, and does not own Marrs Real Estate, he does receive income from revenue collected by the company. This activity is not investment related.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 1988

CIMA^®

Certified Investment Management Analyst

Experience

Past

February 1, 2021 - October 24, 2025

MERCER GLOBAL ADVISORS INC.

RIA

CRD#: 147363

Ames, IA

Past

January 5, 2010 - March 30, 2021

MARRS WEALTH MANAGEMENT, LLC

RIA

CRD#: 152280

AMES, IA

Past

December 18, 2009 - December 22, 2009

MARRS WEALTH MANAGEMENT, LLC

RIA

CRD#: 152280

AMES, IA

Past

April 11, 2000 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

January 1, 1999 - January 6, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

AMES, IA

Past

December 17, 1985 - December 24, 1986

AMERICAN EXPRESS FINANCIAL CORPORATION

CRD#: 6320

Past

February 12, 1985 - January 6, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

AMES, IA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MERCER GLOBAL ADVISORS INC.

MERCER ADVISORS | MERCER GLOBAL ADVISORS INC.

CRD#: 147363 / SEC#: 801-69271

RIA

Registered Investment Advisory firm - (5/30/2008 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 1/16/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/14/1985

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/11/1985

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MERCER GLOBAL ADVISORS INC.

MERCER ADVISORS | MERCER GLOBAL ADVISORS INC.

CRD#: 147363 / SEC#: 801-69271

RIA

Registered Investment Advisory firm - (5/30/2008 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1200 17th Street Suite 2000, Denver, CO 80202

Mailing Address

Phone number

(888) 885-8101

Established

Firm type

Fiscal year end

# of Employees

1,166

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MERCER GLOBAL ADVISORS INC. ADV PART 2A AUGUST 21 2025 (8/21/2025)

Regulatory assets under management

Total Number of Accounts	99,044
AUM (Assets Under Management)	$ 60,256,270,580

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/29/2025	Cover Page	Report
07/31/2024	Cover Page	Report
09/28/2023	Cover Page	Report
12/07/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

We're Here To Help

Advisor Monitoring

Firm Stability Insights

CRAIG T. MARRS

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

MARRS WEALTH MANAGEMENT, LLC

MARRS WEALTH MANAGEMENT, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

AMERICAN EXPRESS FINANCIAL CORPORATION

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

MERCER GLOBAL ADVISORS INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 1/16/1985

Series 7

Date: 12/14/1985

Series 6

Date: 2/11/1985

Current Firm

MERCER GLOBAL ADVISORS INC.

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MERCER GLOBAL ADVISORS INC.

TRUST BUT VERIFY

Contact information

Similar Advisors