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Richard Earl Krichbaum

Investment adviser representative at Marquis Wealth Management Group
27 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$489.2MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

27 years in the industry.

  1. Marquis Wealth Management GroupApr 1999 to now
  2. Mns Financial Management LLCJan 1999 to now

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law1999

State registrations

Registered as an investment adviser representative in 2 states (FL, TX).

Marquis Wealth Management Group

Legal name: Mns Financial Management, L.L.C.

$489.2MAssets managed
321Clients
6Advisers
24 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3195431
Firm CRD
116604
Advisor's SEC record (opens in a new tab)
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