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Leslie Marie Johnson

MARKLE FINANCIAL LLC·LARAMIE, Wyoming
SIE, Series 7, Series 6614 years registeredMARKLE FINANCIAL LLC
506 S. 21ST. ST. SUITE 101, LARAMIE, WY 82070CRD# 6028652Firm CRD# 302088

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Leslie Marie Johnson · LARAMIE, WY
Registration
CRD #6028652 · MARKLE FINANCIAL LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

ADVICE AND PLANNING SERVICES
Oct 2021 – present
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Oct 2021 – present
CHARLES SCHWAB & CO., INC.
Sep 2020 – Oct 2021
Cheyenne, WY
MARKLE FINANCIAL LLC
Jun 2019 – Aug 2020
LARAMIE, WY
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Apr 2012 – Jun 2019
LARAMIE, WY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · April 18, 2012
Years registered · 14
03

Disclosure History

2025Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
MARKLE FINANCIAL LLC
CRD 302088 · SEC 801-116686
AUM
$97M
Regulatory assets under management
Employees
4
505 client accounts
Services offered by MARKLE FINANCIAL LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at MARKLE FINANCIAL LLC →
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05

Frequently Asked Questions

What services does Leslie Marie Johnson offer?
Leslie Marie Johnson specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in LARAMIE, Wyoming for a consultation.
What are Leslie Marie Johnson's credentials?
Leslie Marie Johnson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Leslie Marie Johnson located?
Leslie Marie Johnson is based in LARAMIE, Wyoming, working with MARKLE FINANCIAL LLC. Their office serves clients in the LARAMIE metropolitan area and surrounding communities.
How does Leslie Marie Johnson charge for services?
Leslie Marie Johnson'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 MARKLE FINANCIAL LLC?
MARKLE FINANCIAL LLC has approximately 4 employees and manages $97M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MARKLE FINANCIAL LLC

Shannon Michael Markle
LARAMIE, WY
Robert Wesley Teague
LARAMIE, WY

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