Christopher S. Marmion
KESTRA PRIVATE WEALTH SERVICES | Senior Vice President–Wealth Management
Worthington, OH 43085
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CRD#: 4935104
Professional summary
Christopher Shea Marmion, CFP®, ChFC®, who also goes by Shea Marmion, is a registered financial advisor currently at KESTRA PRIVATE WEALTH SERVICES, LLC located in Worthington, Ohio and KESTRA INVESTMENT SERVICES, LLC located in Worthington, Ohio.
Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Christopher has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Estate Planning
Retirement Income Management
Comprehensive Financial Planni...
Education Planning
Retirement Planning
Investment Planning
Elder Care
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Shea Marmion
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.
Name: SCOUTS - TROOP TREASURER POSITION: Treasurer NATURE: Youth Development INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/28/2024 ADDRESS: 40 E. Dominion Blvd, Columbus OH 43214, United States DESCRIPTION: I manage the finances for the troop. Name: BALLYNOE POSITION: Shareholder NATURE: Financial Investments INVESTMENT RELATED: Yes # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/21/1976 ADDRESS: 120 W. Tupper St, Suite 200, Buffalo NY 14201, United States DESCRIPTION: I am a shareholder of the company and do not have involvement in any investment decisions. Name: OLP SCHOOL BOARD POSITION: School Board NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/28/2024 ADDRESS: 40 E. Dominion Blvd, Columbus OH 43214, United States DESCRIPTION: Advise the Principal on best practices. Name: TURAS WEALTH PARTNERS LLC POSITION: Owner NATURE: Tax Entity INVESTMENT RELATED: No # OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/30/2025 ADDRESS: 100 W. Old Wilson Bridge Rd, Suite 106, Worthington OH 43085, United States DESCRIPTION: Tax entity used to manage financials of my practice. Name: TURAS WEALTH PARTNERS POSITION: Founder NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/27/2025 ADDRESS: 100 W. Old Wilson Bridge Rd, Suite 106, Worthington OH 43085, United States DESCRIPTION: Financial planner and investment management.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Shea Marmion'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®
CFP®
Start date: 2012
Experience
Current
March 27, 2025 - Present
KESTRA PRIVATE WEALTH SERVICES, LLC
Office #1: 100 West Old Wilson Bridge Road Suite 106, Worthington, OH 43085RIA
CRD#: 155193
Worthington, OH
Current
March 27, 2025 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 100 W Old Wilson Bridge Road Suite 106, Worthington, OH 43085BD
CRD#: 42046
Worthington, OH
Past
November 1, 2012 - April 7, 2025
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
COLUMBUS, OH
Past
November 1, 2012 - April 7, 2025
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
COLUMBUS, OH
Past
August 17, 2011 - November 2, 2012
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
COLUMBUS, OH
Past
August 17, 2011 - November 2, 2012
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
COLUMBUS, OH
Past
January 4, 2010 - July 20, 2011
ADVISORS ASSET MANAGEMENT, INC.
RIA
CRD#: 46727
SEALTE, WA
Past
January 4, 2010 - July 20, 2011
ADVISORS ASSET MANAGEMENT, INC.
BD
CRD#: 46727
MONUMENT, CO
Past
May 4, 2005 - November 4, 2008
GUGGENHEIM INVESTMENTS
RIA
CRD#: 129288
LISLE, IL
Past
April 20, 2005 - January 15, 2010
GUGGENHEIM FUNDS DISTRIBUTORS, LLC
BD
CRD#: 39805
LISLE, IL
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".
KP
KESTRA PRIVATE WEALTH SERVICES, LLC
1626 WEALTH MANAGEMENT | WOODS ASSET MANAGEMENT | WASHINGTON WEALTH MANAGEMENT, LLC | WASHINGTON WEALTH MANAGEMENT | VINTAGE WEST CAPITAL MANAGEMENT | TIGER WEALTH MANAGEMENT | STONE BEACON CAPITAL | STEVEN POLLACK & ASSOCIATES | SELECT WEALTH ADVISERS | SADE GROUP PRIVATE WEALTH MANAGEMENT | PSM PRIVATE WEALTH MANAGEMENT | PROSPERITY POINT WEALTH MANAGEMENT | POINT WEST INVESTMENT SOLUTIONS | PACILIO WEALTH MANAGEMENT | PACIFIC POINT ASSET MANAGEMENT | OVERLAKE PARTNERS | MIDDLEBURG WEALTH MANAGEMENT | MARTUCCI ADAMS WEALTH ADVISORS | LANGLEY PACIFIC PARTNERS | KIMBALL CREEK PARTNERS | KESTRA PRIVATE WEALTH SERVICES, LLC | JC WEST & ASSOCIATES | INTRINSIC WEALTH ADVISORS | FREEDOM POINTE WEALTH ADVISORS | FIRST POINT FINANCIAL MANAGEMENT | DOMARI WEALTH MANAGEMENT | DJH FINANCIAL SERVICES | DICKINSON GRAHAM CAPITAL MANAGEMENT | DESIGNS OF FAUQUIER COUNTY | CALIFORNIA WEALTH TRANSITIONS | BARBER INVESTMENT PARTNERS | AVION ASSET MANAGEMENT
CRD#: 155193 / SEC#: 801-71936
RIA
Registered Investment Advisory firm - (11/22/2010 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(3/27/2025)
RR
Colorado(10/13/2025)
RR
Connecticut(3/27/2025)
RR
Florida(3/27/2025)
RR
Georgia(3/27/2025)
RR
Illinois(3/27/2025)
RR
Indiana(3/27/2025)
RR
Louisiana(3/27/2025)
RR
Maryland(3/27/2025)
RR
Massachusetts(3/28/2025)
RR
Michigan(3/27/2025)
RR
Minnesota(4/7/2025)
RR
Mississippi(3/27/2025)
RR
Montana(3/27/2025)
RR
Nevada(3/27/2025)
RR
New Jersey(3/27/2025)
RR
New York(3/27/2025)
RR
North Carolina(4/14/2025)
RR
Ohio(3/27/2025)
IAR
Ohio(3/27/2025)
RR
South Carolina(3/27/2025)
RR
Texas(3/27/2025)
IAR
Texas(3/27/2025)
RR
Virginia(3/27/2025)
RR
West Virginia(3/27/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KP
KESTRA PRIVATE WEALTH SERVICES, LLC
1626 WEALTH MANAGEMENT | WOODS ASSET MANAGEMENT | WASHINGTON WEALTH MANAGEMENT, LLC | WASHINGTON WEALTH MANAGEMENT | VINTAGE WEST CAPITAL MANAGEMENT | TIGER WEALTH MANAGEMENT | STONE BEACON CAPITAL | STEVEN POLLACK & ASSOCIATES | SELECT WEALTH ADVISERS | SADE GROUP PRIVATE WEALTH MANAGEMENT | PSM PRIVATE WEALTH MANAGEMENT | PROSPERITY POINT WEALTH MANAGEMENT | POINT WEST INVESTMENT SOLUTIONS | PACILIO WEALTH MANAGEMENT | PACIFIC POINT ASSET MANAGEMENT | OVERLAKE PARTNERS | MIDDLEBURG WEALTH MANAGEMENT | MARTUCCI ADAMS WEALTH ADVISORS | LANGLEY PACIFIC PARTNERS | KIMBALL CREEK PARTNERS | KESTRA PRIVATE WEALTH SERVICES, LLC | JC WEST & ASSOCIATES | INTRINSIC WEALTH ADVISORS | FREEDOM POINTE WEALTH ADVISORS | FIRST POINT FINANCIAL MANAGEMENT | DOMARI WEALTH MANAGEMENT | DJH FINANCIAL SERVICES | DICKINSON GRAHAM CAPITAL MANAGEMENT | DESIGNS OF FAUQUIER COUNTY | CALIFORNIA WEALTH TRANSITIONS | BARBER INVESTMENT PARTNERS | AVION ASSET MANAGEMENT
CRD#: 155193 / SEC#: 801-71936
RIA
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Contact information
Main Address
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
198
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 27,816 |
| AUM (Assets Under Management) | $ 10,210,576,595 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
KESTRA PRIVATE WEALTH SERVICES, LLC
Senior Vice President–Wealth ManagementCRD#: 155193Worthington, OH 43085TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
