Marline & Associates Wealth Management
Contact
- Address
- 11 East Superior Street Suite 510, Duluth, Minnesota, 55802
- Phone
- (218) 723-4108
- Website
- marlinewealth.com
Business Hours
| Sunday | Closed |
|---|---|
| Monday | 08:00am – 05:00pm |
| Tuesday | 08:00am – 05:00pm |
| Wednesday | 08:00am – 05:00pm |
| Thursday | 08:00am – 05:00pm |
| Friday | 08:00am – 05:00pm |
| Saturday | 08:00am – 12:00pm |
Description
Shaun began his career in the financial services industry with Waddell & Reed and then joined A.G. Edwards & Sons, Inc in 2003. A.G. Edwards merged with Wachovia Securities in 2008, which became Wells Fargo Advisors Financial Network, LLC. Shaun began his own business as Marline & Associates Wealth Management, LLC in 2012. He is devoted to taking care of the individual needs and goals of his clients while concentrating on strategies that help manage the risk level in their portfolio and preserve capital. Using the tools available, he develops investment plans that help pursue client objectives.