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Wendy Suzanne Conrad Marsden

Prosperitea Planning

Greenfield, MA

CRD 6596601

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Employer firm

Prosperitea Planning CRD 282041

$177M regulatory AUM 10 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars
  • TAX PLANNING AND PREPARATION

From the firm’s Form ADV. Read the guides:

Current Employers
Prosperitea Planning

308 Main Street Suite 3A, Greenfield, MA 01301 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2016-01-25
  • MA RA
    APPROVED
    Since 2016-01-25

Branch Locations

308 Main Street Suite 3A, Greenfield, MA 01301 • 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
Tea & Taxes Company Greenfield MA 09/2001 Present
  • 09/2001 → Present
    Tea & Taxes Company
    Greenfield, MA
Other Businesses

Firm principal of Tea & Taxes Company, which operates as a seasonal tax preparation firm.

Designations
  • Certified Financial Planner
Other Names
  • Wendy S. C. Marsden

View on SEC IAPD

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Nearby Investors

Nathaniel B Hussey
Gordon Thom Christiansen
Jameson Burns

Nearby Offices

EDWARD JONES · GREENFIELD, MA
MONEY CONCEPTS CAPITAL CORP · Greenfield, MA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · GREENFIELD, MA

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