Marleen Thudium
Marleen Thudium is a registered investment advisor at Rj Hill's Financial Services, LLC, based in Eau Claire, WI, with 14 years of industry experience. Marleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Tax Planning. Their firm serves 34 clients with $4.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RJ Hill’s Financial Services manages your investments for a fee based on the value of your portfolio. The fees range from 0.05% to 1.00% annually. The exact fee is negotiable based on the amount of work required and the combination of household accounts. Fees are billed quarterly, at the end of the quarter, based on the portfolio's value at that time.
Location
10 Platt Street, Eau Claire, WI, 54703
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Marleen is a managing member of RJ Hill's Services, LLC, working as a business consultant, including assisting the family business, for about two-thirds of her time. She also owns Willowbrook Non-Investment Related Insurance Services as an insurance broker, specializing in group and other health insurance products, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Rj Hill's Financial Services, LLC
Previous Registrations
MML Investors Services, INC.
State Registrations3 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.