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Marvin L Musick Jr

OVERLAND PARK, KS
·CRD# 6953738·8 years experience

Professional Summary

Marvin L Musick Jr was a registered financial advisor. Marvin was 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

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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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Years of Experience

8 years in the financial services industry

Current & Past Employments

Unknown Firm·
10895 Grandview Drive, Suite 200, Overland Park, KS 66210
July 1, 2026 - Present
SEQUENT PLANNING, LLC·CRD# 160381
RIA
Overland Park, KS
July 15, 2024 - April 8, 2026
WISE WEALTH, LLC·CRD# 143421
RIA
Lee's Summit, MO
March 9, 2023 - January 5, 2024
SEQUENT PLANNING, LLC·CRD# 160381
RIA
Overland Park, KS
December 22, 2021 - November 17, 2022
BROOKSTONE CAPITAL MANAGEMENT LLC·CRD# 141413
RIA
Overland Park, KS
June 11, 2018 - December 31, 2019

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Current Firm

No current employment

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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.

EnlightnU Financial LLC & Medicareschool.com; Investment Related business,; Overland Park, KS; Medicare Insurance Planning; CEO/Insurance Agent; 09/2009: 100 hours/month, including during trading hours.

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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.
IAR
Kansas
(7/1/2026)
IAR
Missouri
(8/5/2026)

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.

Series 65 — Uniform Investment Adviser Law Examination

Passed Apr 2018About the Series 65 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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