Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
4 years
Location
Ulysses, KS 67880
Cetera
Institution
Marcia Swann is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and four years of industry experience. Her prior experience includes roles at Lifepoint Health, Frontline Management LLC, Conestoga Energy Partners, and the Department of State. She serves as Vice President for the Kiwanis Club of Ulysses, KS, contributing to community service efforts. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors and serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.
Based on Cetera
Based on Cetera
Flat fees may be charged for financial planning and consulting services as negotiated with advisor.
$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%
Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.
Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.
Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.
Ulysses, KS
201 South Main
Ulysses KS 67880
Advisors at this office
1
Kansas · Texas
4 years of industry experience
Cetera
2022 - Present • 4 years
Ulysses, KS
Cetera Investment Services Llc
2022 - Present • 4 years
St Cloud, MN
Grant County Bank
2022 - Present • 4 years
Ulysses, KS
Lifepoint Health
2021 - 2022 • 1 year
Dodge City, KS
Sabbatical/Unemployed
2021 - 2021 • 1 year
Dodge City, KS
Frontline Management, LLC
2018 - 2021 • 3 years
Lafayette, CO
Conestoga Energy Partners
2018 - 2018 • 1 year
Liberal, KS
Student/Unemployed
2018 - 2018 • 1 year
Liberal, KS
Department of State
2018 - 2018 • 1 year
Miami, FL
Fort Hays State University
2016 - 2018 • 2 years
Hays, KS
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, Series 63, Series 66
Ulysses, KS
Edward Jones
Lloyd Hickok is a CFP® professional with 31 years of experience, currently serving as a financial advisor at Edward Jones since 1997. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in agriculture and energy-related business activities, including ownership of a farm operation and interests in energy royalties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.
Series 63, Series 65
Ulysses, KS
OSAIC
Randall Fisher is a financial advisor with Osaic Wealth Inc, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He has worked at several firms including Kestra Advisory Services LLC, Cornerstone Wealth Management LLC, and LPL Financial, among others. Outside of his advisory work, he is president and camp director of the Journey to the Cross Rodeo Bible Camp, a Christian organization. Osaic Wealth Inc serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers a range of integrated brokerage and advisory services, using various asset allocation and portfolio management tools and supports multiple advisory platforms and third-party solutions.
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