Marilee K. Bartl

LONG ROAD INVESTMENT COUNSEL

Kalamazoo, MI 49007-3946

Some features on this profile are disabled

CRD#: 4928965

Professional summary

Marilee Kristen Bartl, CPWA®, who also goes by Marilee Kristen Awe, Marilee Kristen Mcdonald, is a registered financial advisor currently at LONG ROAD INVESTMENT COUNSEL, LLC located in Kalamazoo, Michigan.

Marilee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Marilee has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Marilee Kristen Awe | Marilee Kristen Mcdonald

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marilee Kristen Bartl's CRS (Customer Relationship Summary).

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®

CPWA^®

Certified Private Wealth Advisor

Start date: 2017-05-16

Expire date: 2023-04-30

Experience

Current

February 24, 2025 - Present

LONG ROAD INVESTMENT COUNSEL, LLC

Office #1: 107 W. Michigan Ave Suite 804, Kalamazoo, MI 49007-3946

RIA

CRD#: 171343

Kalamazoo, MI

Past

November 9, 2015 - April 12, 2022

NPF INVESTMENT ADVISORS

RIA

CRD#: 104683

Grand Rapids, MI

Past

July 23, 2010 - September 8, 2015

ARCADIA INVESTMENT MANAGEMENT CORP

RIA

CRD#: 104867

KALAMAZOO, MI

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".

LONG ROAD INVESTMENT COUNSEL, LLC

CRD#: 171343 / SEC#: 801-79721

RIA

Registered Investment Advisory firm - (5/9/2014 Approved)

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

Michigan
(2/24/2025)

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

IAR

Series 65

Date: 2/22/2025

Uniform Investment Adviser Law Examination

Current Firm

LONG ROAD INVESTMENT COUNSEL, LLC

CRD#: 171343 / SEC#: 801-79721

RIA

Registered Investment Advisory firm - (5/9/2014 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

107 W. Michigan Ave Suite 804, Kalamazoo, MI 49007-3946

Mailing Address

Phone number

(269) 488-8001

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LONG ROAD INVESTMENT COUNSEL, LLC ADV PART 2A FIRM BROCHURE (4/7/2025)

Regulatory assets under management

Total Number of Accounts	104
AUM (Assets Under Management)	$ 315,645,000

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
03/31/2025	Cover Page	Report
04/30/2024	Cover Page	Report
05/08/2023	Cover Page	Report
04/30/2022	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.

Similar Advisors

Derek Leighton

MWA FINANCIAL SERVICES INC.

Kalamazoo, MI

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Marilee K. Bartl

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marilee Kristen Bartl's CRS (Customer Relationship Summary).

Certified licenses

Experience

LONG ROAD INVESTMENT COUNSEL, LLC

NPF INVESTMENT ADVISORS

ARCADIA INVESTMENT MANAGEMENT CORP

Primary Firm SEC Registration

LONG ROAD INVESTMENT COUNSEL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/22/2025

Current Firm

LONG ROAD INVESTMENT COUNSEL, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

LONG ROAD INVESTMENT COUNSEL, LLC

TRUST BUT VERIFY

Similar Advisors