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Marci Erin Wickham

Advisor at LPL Financial — Brush, CO

Updated today

Credentials

Series 63, Series 66

Experience

26 years

Location

Brush, CO 80723-2315

LPL Financial logo

LPL Financial

Institution

Total advisors

22,817

Across 10,464 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Marci Wickham is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has been with LPL Financial since 2008, following two years at Raymond James Financial Services. Wickham Financial Inc., a separate business entity she operates, is noted for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Brush, CO

1627 Edison St

Brush CO 80723-2315

Advisors at this office

1

Most active in

Colorado · Texas

Work history

26 years of industry experience

LPL Financial

2008 - Present • 18 years

Brush, CA

Raymond James Financial Services, inc.

2006 - 2008 • 2 years

CO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Alexander S

Series 66

Fort Morgan, CO

Raymond James Financial

Alexander Strauss is a financial advisor with Raymond James Financial Services Advisors, Inc. in Fort Morgan, Colorado, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Bank of Colorado and American Family Insurance. He serves as a board member of the Sunrise Optimist Club, participating in monthly financial and project oversight meetings. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal advisory services alongside specialized employer advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar

Bret P

Series 63, Series 66

Brush, CO

Raymond James Financial

Bret Poland is a financial advisor with Raymond James Financial in Brush, Colorado, holding Series 63 and Series 66 licenses with 28 years of industry experience. He has worked at Raymond James Financial since 2009 and is also a Board Member of a local hospital foundation. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions, using tailored, non-discretionary strategies supported by advanced analytical tools.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive

Mark H

Series 63, Series 66

Fort Morgan, CO

Edward Jones

Mark Hough is a financial advisor with Edward Jones in Fort Morgan, CO, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory work, he is co-owner of Bodyfirm Fitness Center in Fort Morgan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Retirement income strategy College savings (529s, UTMA, etc.) Retirement withdrawal strategies General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

John C

Series 66

Brush, CO

Edward Jones

John Cable is a financial advisor with Edward Jones, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, Cable served as chairman of the Baptist Foundation of Colorado and acted as clerk for the First Baptist Church in Otis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory and investment solutions through a large nationwide advisor and branch network, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Kyle B

Series 66

Fort Morgan, CO

Edward Jones

Kyle Bernhardt is a financial advisor at Edward Jones in Fort Morgan, CO, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies with approximately $1.01 trillion in assets under management. The firm is known for its extensive network of financial advisors and branch offices, as well as its affiliated investment and lending capabilities.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner

Timothy G

CFP®, Series 63

Fort Morgan, CO

Edward Jones

Timothy Guggenmos is a CFP®-designated financial advisor with Edward Jones, where he has worked since 1988, totaling 37 years of industry experience. He is based in Fort Morgan, CO. Outside of his advisory role, he serves as a co-trustee for a family trust managing his mother’s residence. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment advisory programs and maintains a large national network of advisors and branch offices.

Charitable giving & philanthropy Retirement income strategy Wealth management Business ownership considerations General estate planning guidance Founder/Business Owner
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