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MM

Marvin L. Musick

OVERLAND PARK, KS 66210
Some features on this profile are disabled
CRD#: 6953738
MM
Marvin L Musick Jr

Professional summary

Marvin L Musick Jr was a registered financial advisor .

Marvin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Marvin had worked at 4 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

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

Current

July 1, 2026 - Present

Office #1: 10895 Grandview Drive, Suite 200, Overland Park, KS 66210
OVERLAND PARK, KS
Past

July 15, 2024 - April 8, 2026

SEQUENT PLANNING, LLC

RIA
CRD#: 160381
Overland Park, KS
Past

March 9, 2023 - January 5, 2024

WISE WEALTH, LLC

RIA
CRD#: 143421
LEE'S SUMMIT, MO
Past

December 22, 2021 - November 17, 2022

SEQUENT PLANNING, LLC

RIA
CRD#: 160381
Overland Park, KS
Past

June 11, 2018 - December 31, 2019

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA
CRD#: 141413
Overland Park, KS

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
Kansas
(7/1/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/28/2018
Uniform Investment Adviser Law Examination

Current firm

No current employment

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

No current employment

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