Richard Earl Krichbaum

Employer firm

Marquis Wealth Management Group CRD 116604

$489M regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• ADVICE ON MATTERS NOT INVOLVING SECURITIES

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

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

Current Employers

Employment History

• 01/1999 → Present
  Mns Financial Management Llc
  Fort Myers, FL

Previous Registrations

• 2004-01-13 → 2005-09-06
  Global Investment Advisors, Llc
  Danvers, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-02-19

Designations

• Certified Financial Planner

Other Names

• Richard Earl Krichbaum
• Richard Krichbaum
• Rick Krichbaum
• Richard Krichbaum