Marie Schulz Marks

Current Employers

Employment History

• 04/2016 → 08/2017
  Kestra Financial Services, Inc.
  Austin, TX
• 08/2017 → 03/2020
  Guardian Life Insurance Company
  Indianapolis, IN
• 08/2017 → 03/2020
  Park Avenue Securities
  Indianapolis, IN
• 03/2020 → Present
  Sikich Capital Management Llc
  Indianpolis, IN
• 08/2020 → 08/2024
  Triad Advisors
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Indianapolis, IN

Previous Registrations

• 2017-08-31 → 2020-03-17
  Park Avenue Securities Llc
  Indianapolis, IN
  Indianapolis, IN
• 2016-04-18 → 2017-08-24
  Kestra Advisory Services, Llc
  Carmel, IN
• 2014-08-27 → 2016-09-22
  Kestra Investment Services, Llc
  Carmel, IN
  Austin, TX
• 2014-04-08 → 2014-12-09
  Klear Financial, Inc.
  Batavia, IL
• 2014-02-26 → 2014-08-26
  Financial Telesis Inc
  Carmel, IN
  San Rafael, CA
  Wayne, IL
• 2006-05-18 → 2013-12-31
  Cambridge Investment Research Advisors, Inc.
  Indianapolis, IN
• 2005-10-07 → 2006-05-18
  Northwestern Mutual Investment Services, Llc
  Indianapolis, IN
• 2003-01-23 → 2005-07-05
  Planned Investment Co., Inc.
  Indianapolis, IN
• 2000-10-26 → 2003-01-08
  Prudential Equity Group, Llc
  Indianapolis, IN

Other Businesses

1)Sikich Financial;investment related;8555 River Road,Ste 300,Indianapolis,IN 46240;RIA;senior retirement plan specialist;3/2020;120 hrs/month;6.5 hrs during trading;retirement plan sales

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-28
• S63 Uniform Securities Agent State Law Examination
  1986-06-18

Designations

Other Names

• Marie Dennise Schulz
• Marie Schulz Marks
• Marie S Marks
• Marie Schulz Kirkpatrick