Marie A. Schuett
Professional summary
Marie Ann Nichole Schuett, CFP®, who also goes by Marie Mcfarland, Marie A N Mcfarland, Marie Ann Nichole Mcfarland, is a registered financial advisor currently at ENTIREMENT FINANCIAL PLANNING LLC located in Watertown, Wisconsin.
Marie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Marie has worked at 6 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Marie Ann Nichole Schuett's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 7, 2024 - Present
ENTIREMENT FINANCIAL PLANNING LLC
October 13, 2020 - January 9, 2024
MUTUAL SECURITIES, INC.
September 30, 2020 - February 8, 2024
KOWAL INVESTMENT GROUP, LLC
July 9, 2019 - October 12, 2020
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
April 24, 2019 - October 12, 2020
RAYMOND JAMES FINANCIAL SERVICES, INC.
March 3, 2017 - April 1, 2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/7/2024)
Exams
Series 7TO
Date: 3/26/2019
General Securities Representative ExaminationCurrent Firm
ENTIREMENT FINANCIAL PLANNING LLC
CRD#: 330359 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 26 |
| AUM (Assets Under Management) | $ 3,832,327 |
Red Flags
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