Marla Ringling
Marla Ringling is a CFP-designated registered investment advisor at LPL Financial LLC, based in Coeur D'Alene, ID, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
2100 Northwest Blvd, Suite 400, Coeur D'Alene, ID, 83814
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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
Marla operates her LPL business through Wealth Management Strategies LLC and MMD Wealth Management, LLC. She also has Helm Financial Services LLC for tax/investment purposes, Tax Strategies, PLLC for tax preparation, and is involved with non-variable insurance, dedicating about 10-20% of her time to MMD Wealth Management, LLC.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Reserarch, INC.
Cambridge Investment Research, INC.Broker
United Planners' Financial Services of America a Limited PartnerBroker
H.D. Vest Investment Securities, INC.Broker
State Registrations19 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.