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Marilyn Eisenhauer

17 Years of Experience
Colorado Springs, CO
BrokerSells Insurance

Marilyn Eisenhauer is a registered investment advisor, based in Colorado Springs, CO, with 17 years of industry experience.

Location

2510 N. Cascade Avenue, Suite 120, Colorado Springs, CO, 80907

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Marilyn works full-time as a financial advisor for Summit Wealth Group, LLC. She also works as an agent providing fixed insurance and annuity advice, dedicating minimal time to each activity.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
May 2025 - Present · 11 mos
Summit Wealth Group
April 2025 - Present · 1 yr
Previous Registrations
Commonwealth Financial NetworkBroker
January 2016 - May 2025 · 9 yrs 4 mos
Commonwealth Financial Network
January 2016 - May 2025 · 9 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2013 - May 2015 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2013 - May 2015 · 1 yr 11 mos
Ameriprise Financial Services, INC.
January 2012 - April 2013 · 1 yr 3 mos
Ameriprise Financial Services, INC.Broker
January 2012 - April 2013 · 1 yr 3 mos
Edward Jones
November 2007 - August 2011 · 3 yrs 9 mos
Edward JonesBroker
October 2007 - August 2011 · 3 yrs 10 mos
State Registrations1 state
CO
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.
Marilyn Eisenhauer - Financial Advisor | TrueAdvisor