Marian Thompson Wellman

Employer firm

International Asset Management CRD 123418

$173M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• PORTFOLIO ANALYSIS

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

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

Current Employers

Employment History

• 05/2006 → Present
  Individual Asset Management, Inc.
  Chapala
• 03/2004 → Present
  Taxes In Mexico
  Chapala

Other Businesses

US TAX PREPARATION, SELF-EMPLOYED DBA. "TAXES IN MEXICO", NOT INVESTMENT-RELATED, FROM 03/2004, THIS IS MAIN BUSINESS. ADDRESS: 88-B CALLE SAN LUIS, RIBERAS DEL PILAR, CHAPALA, MEXICO 45900.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-12-21
• S63 Uniform Securities Agent State Law Examination
  1992-05-15

Other Names

• Marian T Thompson
• Marian Jean Thompsonwellman