Marlene Gagel is a registered investment advisor, based in Ft Recovery, OH, with 26 years of industry experience.
Location
807 Blue Jacket Drive, Ft Recovery, OH, 45846
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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
Marlene provides financial services to clients as a member of Muhlenkamp & Gagel Wealth Advisors LLC, dedicating about half of her time. She also provides tax and accounting services through Muhlenkamp & Associates LLC and sells fixed index annuities, spending minimal time on the latter.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations8 states
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