AdvisorOS Directory
Claim Profile
KM

Katharine Booth Marvel

ADVANTAGE INVESTMENT MANAGEMENT, LLC·CEDAR RAPIDS, Iowa
Unclaimed Profile
230 2ND STREET SE, CEDAR RAPIDS, IA 52401CRD# 2368706Firm CRD# 146236
01

About

Katharine Booth Marvel is a registered financial advisor based in CEDAR RAPIDS, Iowa, affiliated with ADVANTAGE INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ADVANTAGE INVESTMENT MANAGEMENT, LLC
ADVANTAGE INVESTMENT MANAGEMENT, LLC
AUM
$386M
Regulatory assets under management
Employees
30
Total firm employees
View all advisors at ADVANTAGE INVESTMENT MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2368706
Firm CRD# 146236
4 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CEDAR RAPIDS?

Browse all registered financial advisors in CEDAR RAPIDS, Iowa or claim this profile if it's yours.

Browse CEDAR RAPIDS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Katharine Booth Marvel offer?
Katharine Booth Marvel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CEDAR RAPIDS, Iowa for a consultation.
What are Katharine Booth Marvel's credentials?
Katharine Booth Marvel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Katharine Booth Marvel located?
Katharine Booth Marvel is based in CEDAR RAPIDS, Iowa, working with ADVANTAGE INVESTMENT MANAGEMENT, LLC. Their office serves clients in the CEDAR RAPIDS metropolitan area and surrounding communities.
How does Katharine Booth Marvel charge for services?
Katharine Booth Marvel'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 ADVANTAGE INVESTMENT MANAGEMENT, LLC?
ADVANTAGE INVESTMENT MANAGEMENT, LLC has approximately 30 employees and manages $386M 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 in CEDAR RAPIDS
Thomas Joseph Berthel — BFC PLANNING, INC.Ronald Odin Brendengen — BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.Randy Austin Wilcox — BFC PLANNING, INC.Christopher C Thompson — AEGON USA REALTY ADVISORS, LLCBridget Celia Davis — CEDAR POINT CAPITAL PARTNERS, LLC
Nearby cities in Iowa
DES MOINES (164)WEST DES MOINES (142)DUBUQUE (61)DAVENPORT (35)FAIRFIELD (31)
City Guides
DES MOINES GuideWEST DES MOINES GuideDUBUQUE GuideDAVENPORT GuideFAIRFIELD Guide
Research
Advisor Fees in IowaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile