Marguerite Mary Tschirhart
Investment adviser representative at Vima, LLC
28 yearsExperience
1 stateRegistered in
$229.5MFirm assets
2 yearsFirm in business
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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
28 years in the industry.
- Vima, LLC.Jan 2017 to now
- Self-employedFeb 1998 to now
- Valic Financial AdvisorsDec 2015 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (MI).
Vima, LLC
$229.5MAssets managed
1,182Clients
12Advisers
2 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
- 6140713
- Firm CRD
- 148833