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CM
CFP · ChFC
CM
CFP · ChFC

Christopher Marmion

Kestra Private Wealth Services, LLC
21 Years of Experience
Worthington, OH
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Christopher Marmion is a CFP, ChFC-designated registered investment advisor at Kestra Private Wealth Services, LLC, based in Worthington, OH, with 21 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 9 more. Their firm serves 20,230 clients with $13B in assets under management.

Kestra Private Wealth Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
208 advisors
Number of Clients
20,230 clients
Average Client Portfolio
$665K average
Assets Under Management
$13.5B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Asset-based fees range up to 2.5% annually and are negotiable based on account size, registration type, and platform selected.

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

Location

100 W Old Wilson Bridge Rd, Suite 201, Worthington, OH, 43085

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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
October 2020
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Christopher is the treasurer for a youth troop, a shareholder in Ballynoe, and on the OLP School Board, each requiring minimal time. He is also the owner of Turas Wealth Partners LLC (a tax entity) and founder of Turas Wealth Partners, where he works full-time as a financial planner and investment manager.

Employment History
Current Registrations
Kestra Investment Services, LLCBroker
March 2025 - Present · 1 yr 7 mos
Kestra Private Wealth Services, LLC
March 2025 - Present · 1 yr 7 mos
Previous Registrations
UBS Financial Services INC.Broker
November 2012 - April 2025 · 12 yrs 5 mos
UBS Financial Services INC.
November 2012 - April 2025 · 12 yrs 5 mos
Wells Fargo Advisors, LLCBroker
August 2011 - November 2012 · 1 yr 3 mos
Wells Fargo Advisors, LLC
August 2011 - November 2012 · 1 yr 3 mos
Advisors Asset Management, INC.
January 2010 - July 2011 · 1 yr 6 mos
Advisors Asset Management, INC.Broker
January 2010 - July 2011 · 1 yr 6 mos
Claymore Advisors, LLC
May 2005 - November 2008 · 3 yrs 6 mos
Claymore Securities, INC.Broker
April 2005 - January 2010 · 4 yrs 9 mos
State Registrations24 states
AZCOCTFLGAILINLAMAMDMIMNMSMTNCNJNVNYOHPASCTXVAWV
AdvisorBrokerBoth

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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