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Current Employers
Stewardwell Llc

4068 Rural Plains Circle Suite 170, Franklin, TN 37064 • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2026-07-01
  • ME RA
    APPROVED
    Since 2026-07-01

Branch Locations

99 Fort Fairfield Rd Suite 3, Presque Isle, ME 04769 • United States

4068 Rural Plains Circle Suite 170, Franklin, TN 37064 • United States

Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2023-01-30
  • ME RA
    APPROVED
    Since 2023-01-30

Branch Locations

99 Fort Fairfield Rd Ste 3, Presque Isle, ME 04769 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameritas Advisory Services, Llc Lincoln NE 01/2023 Present
Stewardwell Llc Presque Isle ME 07/2026 Present
Ameritas Investment Company, Llc Lincoln NE 06/2018 Present
Ameritas Life Insurance Corp Lincoln NE 08/2017 Present
Thompson Financial Group Presque Isle ME 10/2015 Present
  • 01/2023 → Present
    Lincoln, NE
  • 07/2026 → Present
    Presque Isle, ME
  • 06/2018 → Present
    Ameritas Investment Company, Llc
    Lincoln, NE
  • 08/2017 → Present
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 10/2015 → Present
    Thompson Financial Group
    Presque Isle, ME
Other Businesses

1) Michael Marquis is dually registered as an Investment Advisor Representative ("IAR") with StewardWell LLC ("StewardWell") since 07/2026, with Ameritas Advisory Services, LLC ("AAS") since 01/2023 and as a Registered Representative ("RR") with Ameritas Investment Company, LLC ("AIC:") since 06/2018. Business is conducted from 99 Fort Fairfield Rd, Suite 3, Pesque Isle, ME, 04769. Approximately 90% of Mr. Marquis' time is dedicated to activities as an IAR of StewardWell and AAS, with the balance as an RR of AIC. 2) Thompson Financial Group; same as branch; inv rel; investments, insurance, estate planning, payroll; Agent; start date=10/2015; hrs/mo=160; trading hrs/mo=100; meet with clients to review their financial situations and to see if there is anything I can do ti improver their current situation to help them reach their goals. 3) Michael's Landscaping; same as residence; non-inv rel; plant flowers for people in the spring time as well as landscape with perennials and set up drip irrigation systems; Owner; start date=10/2019; hrs/mo=12; trading hrs/mo=0; buy flowers, soil, pots, and plant up pots as well as landscape around homes and camps, set up watering systems as well to water the perennials and annuals. 4) MaineLife; Portland, ME; non-inv rel; TV show that produces episodes that showcase Maine and everything related to vising and taking a vacation in Maine; Co-host; start date=05/2025; hrs/mo=8; trading hrs/mo=8; producer will have set business or activities that I will talk about in my episodes

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-09
S63 Uniform Securities Agent State Law Examination 2018-11-26
  • S65 Uniform Investment Adviser Law Examination
    2023-01-09
  • S63 Uniform Securities Agent State Law Examination
    2018-11-26

View on SEC IAPD

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