Marisa Steinbach is a registered investment advisor, based in Marshfield, WI, with 10 years of industry experience.
Location
1001 N Central Avenue, Marshfield, WI, 54449
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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
Marisa is involved in several community organizations and committees, dedicating minimal time to each. She also works with ECA Marketing selling fixed annuities and with Forward Investment Services selling fixed products, including fixed annuities and term life insurance, dedicating about a quarter of her time to the latter.
Employment History
Current Registrations
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Ameriprise Financial Services, INC.Broker
State Registrations8 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.