Marla Cox
Marla Cox is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Des Moines, IA, with 31 years of industry experience. Marla is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 3,343 clients with $1.8B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning services — Currently offered at no cost, providing personalized reports to assess financial goals and retirement readiness.
Location
3529 Ingersoll Ave, Des Moines, IA, 50312
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Regulatory History (1)
Regulatory
August 2010Other Business Activities
Marla is a pastor for Community of Christ, dedicating about 10-20% of her time to this role. She also owns "Made with <3 by Marla", selling yarn goods and cheesecakes, and purchases healthy oils for personal use and distribution through Young Living Oils.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Firstar Investment Services,inc.Broker
State Registrations27 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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