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Michael John Marietti

RESOURCES PLANNING GROUP INC·CHICAGO, Illinois
Series 65, Series 7213 years registeredRESOURCES PLANNING GROUP INC
150 N WACKER DR, CHICAGO, IL 60606CRD# 1999823Firm CRD# 113735

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael John Marietti · CHICAGO, IL
Registration
CRD #1999823 · RESOURCES PLANNING GROUP INC · 13 years registered
Brand Profile
Not yet started
01

Career History

RIVERBEND PLANNING GROUP LLC
Aug 2013 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Series 72
Registration record
First registered · August 12, 2013
Years registered · 13
03

Disclosure History

2016Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

04

Firm Overview

Firm
RESOURCES PLANNING GROUP INC
CRD 113735 · SEC 801-60555
AUM
$38M
Regulatory assets under management
Employees
6
240 client accounts
Services offered by RESOURCES PLANNING GROUP INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at RESOURCES PLANNING GROUP INC →
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05

Frequently Asked Questions

What services does Michael John Marietti offer?
Michael John Marietti specializes in Financial Planning, Investment Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Michael John Marietti's credentials?
Michael John Marietti is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael John Marietti located?
Michael John Marietti is based in CHICAGO, Illinois, working with RESOURCES PLANNING GROUP INC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Michael John Marietti charge for services?
Michael John Marietti's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RESOURCES PLANNING GROUP INC?
RESOURCES PLANNING GROUP INC has approximately 6 employees and manages $38M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Terrance Richard Hennessy
CHICAGO, IL

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