Bryan Charles Marshall

Current Employers

Employment History

• 08/1999 → Present
  Matrise, Polzin & Co
  Brookfield, WI
• 02/2011 → 04/2017
  Mpc Advisors, Llc
  Brookfield, WI
• 02/2011 → 04/2017
  Girard Securities, Inc.
  San Diego, CA
• 04/2017 → 01/2024
  Woodbury Financial Services Inc
  Brookfield, WI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Brookfield, WI

Previous Registrations

• 2017-04-21 → 2024-01-19
  Woodbury Financial Services, Inc.
  Brookfield, WI
• 2011-02-28 → 2017-10-30
  Mpc Advisers, Llc
  Brookfield, WI
• 1999-08-31 → 2011-02-28
  Securian Financial Services, Inc.
  Brookfield, WI
  Brookfield, WI

Other Businesses

1. MPC INSURANCE SERVICES POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2020 ADDRESS: 16655 W Bluemound Rd Ste 150, Brookfield WI 53005, United States DESCRIPTION: Sell and service fixed life, fixed annuities, long term care, and disability insurance 2. MIDWEST PLANNING COMPANY DBA MPC ADVISERS POSITION: Shareholder & Board Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2020 ADDRESS: 16655 W Bluemound Rd Ste 150, Brookfield WI 53005, United States DESCRIPTION: Board duties: attend meetings, vote on expense and procedural changes. Weekly 30 minute meetings to support the director of operations.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-09-16
• S63 Uniform Securities Agent State Law Examination
  1999-08-10

Other Names

• Bryan Marshall