Marc Scott Schliefer

Current Employers

Employment History

• 05/2013 → 01/2017
  Lpl Financial, Llc
  Bethesda, MD
• 05/2013 → 01/2017
  Us Financial Advisors, Llc
  Bethesda, MD
• 01/2016 → Present
  Cwm, Llc
  Omaha, NE
• 04/1996 → Present
  Equity Planning Inc
  Bethesda, MD
• 01/2017 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 04/1979 → Present
  Equity Planning Institute, Inc
  Bethesda, MD
• 07/2024 → Present
  Epi Wealth Management, Inc
  Lighthouse Point, FL

Previous Registrations

• 2013-05-03 → 2016-01-28
  U.S. Financial Advisors
  Bethesda, MD
  Wilmington, DE
• 2008-12-03 → 2013-05-17
  Osaic Fs, Inc.
  Bethesda, MD

Other Businesses

(1) NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON GROUP PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING AND ADDITIONAL ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE START DATE: 01/2017 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: INVESTMENT ADVISOR PROVIDING ADVISORY SERVICES TO ITS CLIENTS, INCLUDING DISCRETIONARY INVESTMENT MANAGEMENT AND FINANCIAL GUIDANCE. (2) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 11/2016 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE (3) NAME OF OTHER BUSINESS: LIFE SETTLEMENT BUSINESS INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: LIFE SETTLEMENT START DATE: 11/2016 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE SETTLEMENTS THROUGH WELCOME FUNDS, INC. (4) NAME OF OTHER BUSINESS: EQUITY PLANNING, INC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 04/1979 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: DBA FOR SECURITIES BUSINESS (5) NAME OF OTHER BUSINESS: EQUITY PLANNING INSTITUTE, INC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INSURANCE START DATE: 04/1979 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 10 BRIEF DESCRIPTION OF DUTIES: PROVIDE LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE (6) NAME OF OTHER BUSINESS: N/A INVESTMENT RELATED: YES ADDRESS: 1701 EVELYN DRIVE, ROCKVILLE, MD 20852 NATURE OF BUSINESS: REAL ESTATE START DATE: 01/2010 POSITION/TITLE/RELATIONSHIP: 50% OWNER APX NUMBER OF HOURS PER WEEK: <1 APX NUMBER OF HOURS DURING TRADING HOURS: <1 BRIEF DESCRIPTION OF DUTIES: 50% OWNER OF THE RENTAL PROPERTY (7) NAME OF OTHER BUSINESS: 113 CEDARWOOD, LLC; INVESTMENT RELATED: NO; ADDRESS: 113 CEDARWOOD STREET BETHANY BEACH, DE 19930; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 11/2020; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: SEASONAL BEACH RENTAL PROPERTY; 8) NAME OF OTHER BUSINESS: EPI WEALTH MANAGEMENT, INC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 7/2024; POSITION/TITLE/RELATIONSHIP: PRESIDENT/OWNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 4; BRIEF DESCRIPTION OF DUTIES: MANAGE THE OVERALL BUSINESS OF EQUITY PLANNING, INC;

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-11-06

Designations

Other Names

• Marc S Schliefer