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MM

Michael R. Marsh

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CRD#: 4964010
MM

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.

Michael Ryan Marsh was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 2005. Michael had worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

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®
None

Experience

Past

June 27, 2017 - November 27, 2023

DEMARCHE

RIA
CRD#: 145851
MERRIAM, KS
Past

June 27, 2017 - November 27, 2023

DEMARCHE

RIA
CRD#: 105500
MERRIAM, KS
Past

June 23, 2005 - November 30, 2005

WADDELL & REED

RIA
CRD#: 866
OVERLAND PARK, KS
Past

June 6, 2005 - November 30, 2005

WADDELL & REED

BD
CRD#: 866
OVERLAND PARK, KS

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".
DE
DEMARCHE
DEMARCHE | DMS | DISCRETIONARY MANAGEMENT SERVICES, LLC

CRD#: 145851 / SEC#: 801-68693

RIA
Registered Investment Advisory firm - (1/29/2008 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.

Exams

State Security Law Exam
IAR
Series 65
Date: 6/22/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/8/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 6/1/2005
Investment Company Products/Variable Contracts Representative Examination

Current Firm

DE
DEMARCHE
DEMARCHE | DMS | DISCRETIONARY MANAGEMENT SERVICES, LLC

CRD#: 145851 / SEC#: 801-68693

RIA
Registered Investment Advisory firm - (1/29/2008 Approved)
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Contact information

Main Address
10975 Grandview Drive Suite 500, Overland Park, KS 66210-1564
Mailing Address
Phone number
(913) 981-1345
Established
Firm type
Fiscal year end
# of Employees
25

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Latest Form ADV

Part 2 Brochures

ADV PART II DMS MARCH 27 2025 (3/27/2025)

Regulatory assets under management

Total Number of Accounts16
AUM (Assets Under Management)$ 185,292,808

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

DEMARCHE

CRD#: 145851

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