MNS FINANCIAL MANAGEMENT, L.L.C.

MARQUIS WEALTH MANAGEMENT GROUP
FORT MYERS, Florida·7 registered advisors·CRD# 116604
SEC# 801-608510239-454-1117
01

Firm Overview

AUM
$361M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at MNS FINANCIAL MANAGEMENT, L.L.C.

7 registered advisors
Brian P O'connell
FORT MYERS, Florida
John Henry Stroemer
FT. MYERS, Florida
Joni Lee Norton
FT. MYERS, Florida
Linda Gail Markham
FT. MYERS, Florida
Richard Earl Krichbaum
FORT MYERS, Florida
Susan Kim Sands
FORT MYERS, Florida
Trevor Ruskin Whitley
FORT MYERS, Florida
05

Office Locations

FORT MYERS, Florida
4 advisors
FT. MYERS, Florida
3 advisors

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Data sourced from SEC Form ADV filings. MNS FINANCIAL MANAGEMENT, L.L.C. (CRD# 116604) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.