Marina Muehlke

Current Employers

Holistic Financial Planning Llc

Westminster, MA • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2023-07-20

MA RA
APPROVED

Since 2023-07-20

Branch Locations

Westminster, MA • 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

Organization	City	State	From	To
Wingate Wealth Advisors, Llc	Lexington	MA	01/2018	08/2021
Prudence Financial, Inc.	Sudbury	MA	03/2017	01/2018
Ferris Capital Llc	Marlborough	MA	03/2013	03/2017
Holistic Financial Planning, Llc	Westminster	MA	11/2022	Present
Cahoon Capital Management	Wellesley Hills	MA	08/2021	Present

01/2018 → 08/2021

Wingate Wealth Advisors, Llc

Lexington, MA
03/2017 → 01/2018

Prudence Financial, Inc.

Sudbury, MA
03/2013 → 03/2017

Ferris Capital Llc

Marlborough, MA
11/2022 → Present

Holistic Financial Planning, Llc

Westminster, MA
08/2021 → Present

Cahoon Capital Management

Wellesley Hills, MA

Previous Registrations

2021-01-04 → 2021-08-17

Wingate Wealth Advisors, Inc.

Lexington, MA

Lexington, MA

Other Businesses

Employment since 08/2021 to present with Cahoon Capital Management in Wellesley Hills, Massachusetts as Investor Relations Director. Cahoon Capital Management works with Accredited Investors in the private lending space for single-family fix and flip properties in MA, NH and RI. The company's address is 396 Washington St. Suite 300, Wellesley Hills, MA 02481. Approximate number of hours vary significantly daily and can range from a few hours to a full work day. The nature of the duties relate to issuing communications and paperwork creation.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-12-15

S65 Uniform Investment Adviser Law Examination

2020-12-15

View on SEC IAPD