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Marilee Kristen Bartl

Long Road Investment Counsel, LLC

Kalamazoo, MI

CRD 4928965

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Employer firm

Long Road Investment Counsel, LLC CRD 171343

$346M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Long Road Investment Counsel, Llc

107 W. Michigan Ave Suite 804, Kalamazoo, MI 49007-3946 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-02-24
  • MI RA
    APPROVED
    Since 2025-02-24

Branch Locations

107 W. Michigan Ave Suite 804, Kalamazoo, MI 49007-3946 • 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
Norris, Perne & French, Llp Grand Rapids MI 09/2015 10/2021
Long Road Investment Counsel, Llc Kalamazoo MI 01/2025 Present
Unemployed Frankfort MI 10/2021 01/2025
  • 09/2015 → 10/2021
    Norris, Perne & French, Llp
    Grand Rapids, MI
  • 01/2025 → Present
    Long Road Investment Counsel, Llc
    Kalamazoo, MI
  • 10/2021 → 01/2025
    Unemployed
    Frankfort, MI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-22
  • S65 Uniform Investment Adviser Law Examination
    2025-02-22
Other Names
  • Marilee Kristen Mcdonald
  • Marilee Kristen Bartl
  • Marilee Kristen Awe

View on SEC IAPD

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