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Marvin Musick

Enlightnu Wealth LLC
5 Years of Experience
Overland Park, KS
Sells Insurance
View SEC Summary
View SEC Summary

Marvin Musick is a registered investment advisor at Enlightnu Wealth LLC, based in Overland Park, KS, with 5 years of industry experience. Marvin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning.

Enlightnu Wealth LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.75%
$5M+0.50%

Fees are negotiable based on historical relationships, asset types, and account size. Cash is included as an asset class in fee calculations.

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

Location

10895 Grandview Drive, Suite 200, Overland Park, KS, 66210

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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

Marvin is the owner/agent of EnlightnU & Medicareschool.com, focusing on Medicare insurance planning and enrolling clients in various Medicare plans. He also engages in insurance sales, including life insurance and annuities, dedicating nearly full-time hours to these activities.

Employment History
Current Registrations
Enlightnu Wealth LLC
July 2026 - Present · 3 mos
Previous Registrations
Sequent Planning, LLC
July 2024 - April 2026 · 1 yr 9 mos
Wise Wealth, LLC
March 2023 - January 2024 · 10 mos
Sequent Planning, LLC
December 2021 - November 2022 · 11 mos
Brookstone Capital Management LLC
June 2018 - December 2019 · 1 yr 6 mos
State Registrations2 states
KSMO
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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