Marisa Ann Marshall
Investment adviser representative at Capstone Financial Advisors Inc
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.9BFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Capstone Financial Advisors Inc.Jan 2020 to now
- Unemployed / Job SearchOct 2019 to Dec 2019
- The Mather GroupJul 2019 to Sep 2019
- BaronciniJan 2019 to May 2019
- ShortsMay 2018 to Dec 2018
- Morton Private WealthMay 2018 to Aug 2018
- University of IowaAug 2014 to May 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Capstone Financial Advisors Inc
$2.9BAssets managed
1,072Clients
18Advisers
26 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
- 6963058
- Firm CRD
- 109341