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Richard Marotzke

Richmark Private Wealth Management
22 Years of Experience
Frankenmuth, MI
1 DisclosureSells Insurance
View SEC Summary
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Richard Marotzke is a registered investment advisor at Richmark Private Wealth Management, based in Frankenmuth, MI, with 22 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 377 clients with $61M in assets under management.

Richmark Private Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
377 clients
Average Client Portfolio
$162K average
Assets Under Management
$61.1M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $3.0M1.00%
$3M+0.75%

Fees are negotiable depending on individual client circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

516 South Main Street, Suite C, Frankenmuth, MI, 48734

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2025
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Richard is the owner and financial advisor at Richmark Private Wealth Management, dedicating nearly full-time hours to sales of securities products. He also owns Michigan Valley Insurance Agency, spending about half his time on sales of fixed insurance products, and is a financial advisor for Alta Holdings, spending minimal time providing property and casualty insurance coverage. Finally, Richard is a Stryde Agent, spending minimal time contacting businesses about savings opportunities.

Employment History
Current Registrations
Richmark Private Wealth Management
June 2018 - Present · 8 yrs 4 mos
Previous Registrations
Berthel Fisher & Company Financial Services, INC.
May 2011 - June 2018 · 7 yrs 1 mo
Berthel, Fisher & Company Financial Services, INC.Broker
May 2011 - June 2018 · 7 yrs 1 mo
Regal Investment Advisors LLC
July 2010 - May 2011 · 10 mos
American Portfolios Advisors, INC
January 2010 - August 2011 · 1 yr 7 mos
American Portfolios Financial Services, INC.Broker
January 2010 - May 2011 · 1 yr 4 mos
Sagepoint Financial, INC.Broker
August 2007 - January 2010 · 2 yrs 5 mos
Lincoln Financial Advisors CorporationBroker
January 2005 - August 2007 · 2 yrs 7 mos
The Lincoln National Life Insurance CompanyBroker
January 2005 - April 2006 · 1 yr 3 mos
Banc One Securities CorporationBroker
August 2003 - February 2004 · 6 mos
State Registrations2 states
ILMI
Advisor

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
No exam information available for this advisor.
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