MARKLE FINANCIAL LLC

LARAMIE, Wyoming·4 registered advisors·CRD# 302088
SEC# 801-1166861(307) 721-1725
01

Firm Overview

AUM
$97M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementRetirement Planning
04

Advisors at MARKLE FINANCIAL LLC

4 registered advisors
Leslie Marie Johnson
LARAMIE, Wyoming
Pepper Jo Six
LARAMIE, Wyoming
Robert Wesley Teague
LARAMIE, Wyoming
Shannon Michael Markle
LARAMIE, Wyoming
05

Office Locations

LARAMIE, Wyoming
4 advisors

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Data sourced from SEC Form ADV filings. MARKLE FINANCIAL LLC (CRD# 302088) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.