Marshall Glen Eichenauer

Employer firm

Sagent Wealth Management CRD 147890

$100M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2008 → Present
  Sagent Wealth Management
  Laguna Beach, CA

Previous Registrations

• 2008-09-02 → 2015-12-31
  Sagent Wealth Management
  Laguna Beach, CA
• 1997-07-08 → 2008-09-15
  Ubs Financial Services Inc.
  Newport Beach, CA
  Newport Beach, CA

Other Businesses

Life Insurance Agent Sagent Insurance Services Investment-Related 32331 Coast Highway, Suite A Laguna Beach, CA 92651 Life Agent 1993 to present 0-5 hours month, 50% during securities trading hours Acting as agent on Life Insurance purchases Real Estate Broker Sagent Insurance Services 32331 Coast Highway, Suite A Laguna Beach, CA 92651 2002 to present 0 hours month, Not currently active Acting as agent on Real Estate transactions

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-04-16
• S63 Uniform Securities Agent State Law Examination
  1993-04-14

Other Names

• Marshall Glen Jr Eichenauer
• Marshall Glen Eichenauer
• Marshall G Eichenauer Jr.
• Marshall Glen Eichenauer Jr.