Unclaimed Profile

John Michael Maier

THE MARSHALL FINANCIAL GROUP, INC·DOYLESTOWN, Pennsylvania

Series 65Clean record18 years registeredTHE MARSHALL FINANCIAL GROUP, INC

33 WEST COURT STREET, DOYLESTOWN, PA 18901CRD# 2641627Firm CRD# 110935

Profile Verification

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

Identity

John Michael Maier · DOYLESTOWN, PA

Registration

CRD #2641627 · THE MARSHALL FINANCIAL GROUP, INC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: THE MARSHALL FINANCIAL GROUP, INC

ALPHA INVESTMENT CONSULTING GROUP, LLC

Aug 2007 – Apr 2021

MILWAUKEE, WI

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 21, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE MARSHALL FINANCIAL GROUP, INC

CRD 110935 · SEC 801-62319

AUM

$779M

Regulatory assets under management

Employees

1,525 client accounts

Services offered by THE MARSHALL FINANCIAL GROUP, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THE MARSHALL FINANCIAL GROUP, INC →

Introduction

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Frequently Asked Questions

What services does John Michael Maier offer?

John Michael Maier specializes in Financial Planning, Investment Management, Wealth Management.

What are John Michael Maier's credentials?

John Michael Maier is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Michael Maier located?

John Michael Maier is based in DOYLESTOWN, Pennsylvania, last registered with THE MARSHALL FINANCIAL GROUP, INC.

How does John Michael Maier charge for services?

John Michael Maier'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 THE MARSHALL FINANCIAL GROUP, INC?

THE MARSHALL FINANCIAL GROUP, INC has approximately 22 employees and manages $779M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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