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Marcy J. Luth
WEALTH MANAGEMENT
Grand Island, NE 68801
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CRD#: 5430173
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Professional summary
Marcy Jean Luth, who also goes by Marcy Jean Bilslend, is a registered financial advisor currently at WEALTH MANAGEMENT located in Grand Island, Nebraska.
Marcy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Marcy has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Marcy Jean Bilslend
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.
1203 LLC 1219 LLC-NOT INVESTMENT RELATED; 3123 W Stolley Park Road, Suite A Grand Island, NE 68801; RENTAL REAL ESTATE;PARTNER; START DATE 5/1995; HOURS PER MONTH 1; HOURS DURING SECURITIES TRADING HOURS 0; DUTIES INCLUDE OVERSEEING ACCOUNTING & PREPARING TAX RETURN. LUTH FARM PARTNERHSIP--NOT INVESTMENT RELATED; 4129 INDIANHEAD DRIVE GRAND ISLAND, NE 68803; RENTAL REAL ESTATE; PARTNER; START DATE 05/1995; HOURS PER MONTH 1; HOURS DURING SECURITIES TRADING HOURS 0; DUTIES INCLUDE HANDLE LEASES AND GRAIN MARKETING. Almquist, Maltzahn, Galloway & Luth PC - 3123 W Stolley Park Road, Suite A Grand Island, NE 68801 - not investment related - Accounting Firm - Shareholder/Treasurer - 06/1990 - Approx. 250 hours monthly/Approx 170 Hours during securities trading hours - CPA services Halley Associates LP & Haley Communities - not investment related - 10703 J st Omaha, NE 68127 - Real Estate - Minority Partner - 0 hours monthly/ 0 hours during securities trading hours - no duties. Resort Lifestyle Communities - 8040 Elger Dr Lincoln, NE 68516 - Retirement living real estate - not investment related - minority partner - 0 hours monthly/0 hours during securities trading hours - no duties. Hastings College Board of Trustees - 710 N Turner Ave Hastings NE - volunteer member - not investment related - 5 hours monthly/5 hours during securities trading hours 3123 LLC - 3123 W Stolley Park Grand Island NE - member/treasurer - not investment related - 1 hour monthly/1 hours during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Marcy Jean Luth'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®
NoneExperience
Current
November 2, 2007 - Present
WEALTH MANAGEMENT
Office #1: 1203 W. Second Street, Grand Island, NE 68801RIA
CRD#: 137080
Grand Island, NE
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".
WEALTH MANAGEMENT
WEALTH FIRM | WEALTH MANAGEMENT NEBRASKA LLC | WEALTH MANAGEMENT LLC | WEALTH MANAGEMENT
CRD#: 137080 / SEC#: 801-65977
RIA
Registered Investment Advisory firm - (2/17/2006 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
Nebraska(11/2/2007)
Current Firm
WEALTH MANAGEMENT
WEALTH FIRM | WEALTH MANAGEMENT NEBRASKA LLC | WEALTH MANAGEMENT LLC | WEALTH MANAGEMENT
CRD#: 137080 / SEC#: 801-65977
RIA
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Contact information
Main Address
125 South 4th Street, Norfolk, NE 68701
Mailing Address
Po Box 1264, Norfolk, NE 68702-1264
Phone number
(402) 371-1160
Established
Firm type
Fiscal year end
# of Employees
60
SEC notice filing (36 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,617 |
| AUM (Assets Under Management) | $ 3,100,744,962 |
Red Flags
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