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Marleen K. Thudium

RJ HILL'S FINANCIAL SERVICES
Eau Claire, WI 54703
Some features on this profile are disabled
CRD#: 2999533
MT

Professional summary


Marleen Kay Thudium, CLU®, who also goes by Marleen Kay Hill, is a registered financial advisor currently at RJ HILL'S FINANCIAL SERVICES, LLC located in Eau Claire, Wisconsin.

Marleen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Marleen has worked at 7 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Marleen Kay Hill

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.
RJ HILL'S SERVICES, LLC - NON-INVESTMENT RELATED - 10 PLATT STREET EAU CLAIRE, WI 54703 - BUSINESS CONSULTANT - MANAGING MEMBER SINCE 11/2009. 104 HRS/MONTH ALL DURING TRADING HOURS - ASSIST BUSINESSES INCLUDING THE FAMILY BUSINESS ON AN AS NEEDED BASIS MARLEEN THUDIUM, DBA WILLOWBROOK NON-INVESTMENT RELATED INSURANCE SERVICES, SPECIALIZING IN GROUP HEALTH INSURANCE AND OTHER HEALTH INSURANCE PRODUCTS INCLUDING INDIVIDUAL HEALTH INSURANCE, MEDICARE SUPPLEMENTAL AND MEDICARE PART C AND D INSURANCE. THE BUSINESS CLIENTS ARE LOCATED IN SAN DIEGO, CA. MAILING ADDRESS IS 5638 LAKE MURRAY BLVD #222, LA MESA, CA 91942. MY POSITION IS INSURANCE BROKER AS A OWNER OF THE BUSINESS. IN OPERATION SINCE JUNE OF 2004. TIME SPENT IS 10 HRS/MONTH DURING MARKET HOURS WITH SIXTY HOURS PER YEAR DURING TRADING HOURS.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Marleen Kay Thudium's CRS (Customer Relationship Summary).

Certified licenses


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

Experience


Current

August 21, 2012 - Present

RJ HILL'S FINANCIAL SERVICES, LLC

Office #1: 10 Platt Street, Eau Claire, WI 54703
RIA
CRD#: 164682
Eau Claire, WI
Past

August 30, 2012 - December 31, 2013

GRADIENT SECURITIES, LLC

BD
CRD#: 127701
EAU CLAIRE, WI
Past

November 14, 2006 - August 17, 2012

EAGLE ONE INVESTMENTS, LLC

BD
CRD#: 45254
EAU CLAIRE, WI
Past

June 22, 2004 - November 15, 2006

OSAIC WEALTH, INC.

BD
CRD#: 23131
LA MESA, CA
Past

September 2, 2003 - June 10, 2004

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
SAN DIEGO, CA
Past

February 11, 2000 - June 10, 2004

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

December 7, 1998 - July 28, 2000

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA
Past

February 13, 1998 - October 6, 1998

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(3/28/2014)
IAR
Tennessee
(11/30/2023)
IAR
Wisconsin
(8/21/2012)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/11/2003
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


RH
RJ HILL'S FINANCIAL SERVICES, LLC
NONE | WEALTHIWAYS | RJ HILL'S FINANCIAL SERVICES, LLC

CRD#: 164682 / SEC#:

California
Registered Investment Advisory firm - (3/28/2014 Approved)
Tennessee
Registered Investment Advisory firm - (11/29/2023 Approved)
Wisconsin
Registered Investment Advisory firm - (8/21/2012 Approved)
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Contact information


Main Address
10 Platt Street, Eau Claire, WI 54703
Mailing Address
Phone number
(715) 514-4034
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts38
AUM (Assets Under Management)$ 4,484,000

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.

Company Information


RJ HILL'S FINANCIAL SERVICES, LLC

CRD#: 164682Eau Claire, WI 54703

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