Marianne M. Nolte
IMAGINE FINANCIAL SERVICES
Fallbrook, CA
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CRD#: 6368554
Professional summary
Marianne Martini Nolte, CFP®, who also goes by Marianne Martini, Marianne Martini Nolte, Marianne Nolte, is a registered financial advisor currently at IMAGINE FINANCIAL SERVICES located in Fallbrook, California.
Marianne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Marianne has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Biography
Finances are a very personal and often an uncomfortable topic. Money issues can be overwhelming and wear a person down. Do you feel like you need guidance?
I don't want my clients to feel alone and overburdened. I work as a financial partner to help you get on track with your goals and to build a foundation for financial wellbeing in your future.
As a female financial advisor and mother of two young professionals, I am passionate about encouraging Women and Young Professionals to start early on their path to financial independence. I feel very strongly about educating clients to make sure they feel confident about their money decisions.
I am a CERTIFIED FINANCIAL PLANNER™ practitioner. My firm, IMAGINE FINANCIAL SERVICES (IFS) is a registered investment advisor offering advisory services in the State of California and in other jurisdictions where exempted. I operate my firm as a fee-only fiduciary, committed to building a solid relationship built on trust. As our relationship evolves, I hope you come to regard me as a valued resource, a professional who can help you make more informed decisions regarding your financial issues.
Question & Answer
What are your service offerings?
Retirement Planning
Retirement Income Management
Comprehensive Financial Planni...
Debt Management
Social Security Planning
Life Transitions
Budgeting
Do you have an area of expertise or specialization?
Baby Boomers
Generation X
Millennials
Retirement Plan Investment Adv...
Tax Planning
Women's Financial Planning Iss...
Are you a "fiduciary"?
Yes
Aliases
Marianne Martini | Marianne Martini Nolte | Marianne Nolte
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.
CRS (Client Relationship Summary) - RIA
Click below to view Marianne Martini Nolte'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: 2020
Experience
Current
October 21, 2020 - Present
IMAGINE FINANCIAL SERVICES
RIA
CRD#: 310560
Fallbrook, CA
Past
February 19, 2019 - October 1, 2020
PLANMEMBER SECURITIES CORPORATION
RIA
CRD#: 11869
Fallbrook, CA
Past
February 19, 2019 - October 1, 2020
PLANMEMBER SECURITIES CORPORATION
BD
CRD#: 11869
Fallbrook, CA
Past
December 19, 2016 - December 31, 2018
PLANMEMBER SECURITIES CORPORATION
RIA
CRD#: 11869
BONSALL, CA
Past
May 14, 2015 - December 31, 2018
PLANMEMBER SECURITIES CORPORATION
BD
CRD#: 11869
BONSALL, CA
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
Arizona(6/28/2023)
IAR
California(10/21/2020)
IAR
Texas(7/3/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
IMAGINE FINANCIAL SERVICES
IMAGINE FINANCIAL SERVICES | NOLTE, MARIANNE, MARTINI | NOLTE, MARIANNE MARTINI | MARIANNE MARTINI NOLTE DBA IMAGINE FINANCIAL SERVICES | IMAGINE FINANCIAL SERVICES LLC
CRD#: 310560 / SEC#:
Arizona
Registered Investment Advisory firm - (6/28/2023 Approved)California
Registered Investment Advisory firm - (10/21/2020 Approved)Texas
Registered Investment Advisory firm - (6/18/2025 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Lake Havasu City, AZ
Mailing Address
Phone number
(760) 472-5155
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 113 |
| AUM (Assets Under Management) | $ 12,131,896 |
Red Flags
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