Marshall Okerlund
Investment adviser representative at Ignite Planners LLC
11 yearsExperience
1 stateRegistered in
$1.1BFirm assets
8 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Ignite Planners LLCMar 2026 to now
- Atlas Investment ManagementMay 2024 to now
- StudentMay 2023 to Apr 2024
- Service MissionJun 2021 to May 2023
- North Sevier High SchoolAug 2015 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (UT).
Ignite Planners LLC
$1.1BAssets managed
4,610Clients
25Advisers
8 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
- 8249430
- Firm CRD
- 289797