Unclaimed Profile

Andra Reason

MARRS WEALTH MANAGEMENT, LLC·AMES, Iowa

Clean record10 years registeredMARRS WEALTH MANAGEMENT, LLC

313 FIFTH STREET, AMES, IA 50010CRD# 6630443Firm CRD# 152280

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andra Reason · AMES, IA

Registration

CRD #6630443 · MARRS WEALTH MANAGEMENT, LLC · 10 years registered

Brand Profile

Not yet started

Career History

MERCER GLOBAL ADVISORS INC.

Feb 2021 – present

MARRS WEALTH MANAGEMENT, LLC

Jun 2016 – Mar 2021

AMES, IA

Registrations & Exams

Registration record

First registered · June 3, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MARRS WEALTH MANAGEMENT, LLC

CRD 152280 · SEC 801-70824

AUM

$218M

Regulatory assets under management

Employees

284 client accounts

Services offered by MARRS WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MARRS WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Andra Reason offer?

Andra Reason specializes in Financial Planning, Investment Management. Contact their office in AMES, Iowa for a consultation.

What are Andra Reason's credentials?

Andra Reason is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andra Reason located?

Andra Reason is based in AMES, Iowa, working with MARRS WEALTH MANAGEMENT, LLC. Their office serves clients in the AMES metropolitan area and surrounding communities.

How does Andra Reason charge for services?

Andra Reason'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 MARRS WEALTH MANAGEMENT, LLC?

MARRS WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $218M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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