AdvisorOS Directory
Claim Profile
Unclaimed Profile
MN

Marlene Jarrett Nitsch

401K GENERATION·ALTAMONTE SPRINGS,, Florida
SIE, Series 4, Series 7, Series 24, Series 53, Series 63, Series 66Clean record20 years registered401K GENERATION
237 S WESTMONTE DRIVE, ALTAMONTE SPRINGS,, FL 32714CRD# 2258329Firm CRD# 154279

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Marlene Jarrett Nitsch · ALTAMONTE SPRINGS,, FL
Registration
CRD #2258329 · 401K GENERATION · 20 years registered
Brand Profile
Not yet started
01

Career History

401K GENERATION
Mar 2018 – present
SKYVIEW WEALTH MANAGEMENT, LLC
Apr 2017 – Feb 2018
LONGWOOD, FL
SUNTRUST INVESTMENT SERVICES, INC.
Sep 2005 – Apr 2015
ORLANDO, FL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 24
Series 53
Series 63
Series 66
Registration record
First registered · September 26, 2005
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
401K GENERATION
CRD 154279 · SEC 801-71606
AUM
$139M
Regulatory assets under management
Employees
34
179 client accounts
Services offered by 401K GENERATION
Per Form ADV
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at 401K GENERATION →
Introduction

Speak with Marlene

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Marlene is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ALTAMONTE SPRINGS,?

Browse all registered financial advisors in ALTAMONTE SPRINGS,, Florida or claim this profile if it's yours.

Browse ALTAMONTE SPRINGS, AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Marlene Jarrett Nitsch offer?
Marlene Jarrett Nitsch specializes in Investment Management. Contact their office in ALTAMONTE SPRINGS,, Florida for a consultation.
What are Marlene Jarrett Nitsch's credentials?
Marlene Jarrett Nitsch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marlene Jarrett Nitsch located?
Marlene Jarrett Nitsch is based in ALTAMONTE SPRINGS,, Florida, working with 401K GENERATION. Their office serves clients in the ALTAMONTE SPRINGS, metropolitan area and surrounding communities.
How does Marlene Jarrett Nitsch charge for services?
Marlene Jarrett Nitsch's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is 401K GENERATION?
401K GENERATION has approximately 34 employees and manages $139M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at 401K GENERATION

Kelli Diane Rojas
ALTAMONTE SPRINGS,, FL
Edward Rojas
ALTAMONTE SPRINGS,, FL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
MIAMI (466)TAMPA (204)BOCA RATON (175)CORAL GABLES (130)NAPLES (126)SARASOTA (106)PALM BEACH GARDENS (98)ORLANDO (97)FORT LAUDERDALE (95)JACKSONVILLE (95)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideNAPLES Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Request removal of this profile