Wendy Suzanne Conrad Marsden
CFP®Professional Summary
Wendy Suzanne Conrad Marsden, CFP®, who also goes by Wendy S. C. Marsden, is a registered financial advisor currently at PROSPERITEA PLANNING located in Greenfield, Massachusetts. Wendy Suzanne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Wendy Suzanne has worked at 1 firm.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Investment Management
- Financial Planning
- Tax Planning
- Estate & Legacy Planning
- Retirement Planning
- Education Funding
Biography
As an investment advisor, Ms. Marsden is actively passive: she uses low-cost index funds as often as possible to build a diversified portfolio that is periodically rebalanced to improve performance and reduce risk. With a fee-only advisor your money is put to work earning for you, not for the investment company! She comes from a Boglehead background and appreciates the Dimensional Fund Advisor’s philosophy of having a high regard for research, actively going where the...
Other Aliases
Wendy S. C. Marsden
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
10 years in the financial services industry
Current & Past Employments
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Current Firm
MARSDEN, WENDY SUZANNE CONRAD | TEA & TAXES COMPANY DBA PROSPERITEA PLANNING | PROSPERITEA PLANNING
Contact Information
Main Address
308 Main Street Suite 3a, Greenfield, MA 01301Phone Number
(413) 829-4832# of Employees
4SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
579AUM (Assets Under Management)
$176,890,177Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
MARSDEN, WENDY SUZANNE CONRAD | TEA & TAXES COMPANY DBA PROSPERITEA PLANNING | PROSPERITEA PLANNING
State Registrations and Notice Filings
(1/25/2016)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Wendy Suzanne Conrad Marsden's CRS (Customer Relationship Summary).
Services Offered by Wendy Suzanne
- Investment Management
- Financial Planning
- Tax Planning
- Estate & Legacy Planning
- Retirement Planning
- Education Funding
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