Todd Marschall
Wealth Management Advisor|CFP®
Our Award-Winning Team
Todd Marschall has been recognized by Forbes as one of the top financial security professionals - Best in State. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you.
| Forbes Top Financial Security Professionals Best in State List (July 2022), based upon data as of 12/31/2021. Forbes Top Financial Security Professionals list (October 2021), based upon 2020 Data. Research and rankings provided by SHOOK Research. Northwestern Mutual & its advisors do not pay for placement on 3rd party rating lists but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success. |
Meet Our Team
Todd Marschall
CFP®
Wealth Management Advisor
After working at a hedge fund, I decided I wanted to take a more personal approach when it came to financial security. As a CERTIFIED FINANCIAL PLANNER™ professional, our team of 7 specializes in helping individuals quantify their goals by creating and executing a financial plan designed to mitigate their risk and increase their tax efficiency. I'm also a football and baseball fan supporting the Jets and Mets.
Certifications & Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
- WMCP® (WEALTH MANAGEMENT CERTIFIED PROFESSIONAL)
