Marc Farmer is a registered investment advisor at Monroe Financial INC., based in Monroe, WI, with 10 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 118 clients with $8.3M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning based on complexity — Hourly rates range from $60 to $150, with most plans taking between 2 and 12 hours depending on the specific topics covered (such as investment planning, retirement, tax concerns, and life insurance).
Location
1625 10th Street, Suite 205, Monroe, WI, 53566
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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.
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Marc is a CPA firm owner providing accounting, bookkeeping, and tax preparation services since 2013, dedicating nearly full-time hours to this. He also serves on the board of directors for Monroe Arts Center, a non-profit, spending minimal time reviewing financial statements and advising on financial matters.
Employment History
Current Registrations
Monroe Financial INC.
Previous Registrations
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
State Registrations2 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.
Exams
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