Brenda Marzynski
Brenda Marzynski is a CFP, ChFC-designated registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Holland, MI, with 25 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
99 E. 8th Street, 4th Floor, Holland, MI, 49423
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2008Other Business Activities
Brenda operates under the DBA "Wintrust Investments" for her LPL business since January 2025. This activity is investment-related and occurs at her reported business locations.
Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Osaic Institutions, INC.
Osaic Institutions, INC.Broker
Macatawa Investment Services, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
J.J.B. Hilliard, W.L. Lyons, INC.Broker
State Registrations21 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.