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 Estate Planning, Investment Management, Retirement Planning, 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees range from 0.05% to 1.00% annually and are negotiable based on the amount of work required and combined household accounts. There are no account minimums.
Fee Estimator
Location
10 Platt Street, Eau Claire, WI, 54703
Get directionsHistory
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.
Exams
More Advisors
- Clint Markin, CFPWells Fargo Advisors
- Micah Burch, CFP, ChFCRobert W. Baird & CO. Incorporated
- Bradley Dobson, CFAWells Fargo Advisors
- Micah Ballew, CFPCreative Planning
- David Jones, CFPJones Financial Consulting, LLC
- Jonathan Meinholz, CFPAmeriprise Financial Services, LLC