Markle Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$134,715,592
Clients
257
Advisors
3
across 2 offices
About
Markle Financial LLC provides discretionary and non-discretionary portfolio management, co-advisory services and financial planning to individual and high-net-worth clients as well as sponsors of pension and profit-sharing plans. The firm typically charges asset-based advisory fees and commonly implements client programs through custodial and advisory platforms such as SEI Private Trust, TIAA and American Funds.
The firm tailors advice to each client's stated objectives and employs a blend of analytical methods — including fundamental, technical, quantitative and modern portfolio theory — to allocate across domestic and international equities, fixed income, real estate and alternative investments. Markle also routinely recommends directing all or portions of client assets to third‑party managers or platform sponsors for day‑to‑day management while acting in a co‑advisory capacity and enforcing client-imposed investment guidelines.
Compared with many peers, Markle has been involved with private pooled investment vehicles and acts as an investment adviser to such funds, including a vehicle formed to invest in venture capital interests and direct investments that was closed to new investors and liquidated in early 2026. The brochure discloses affiliated business arrangements and compensation from certain cash‑management and third‑party products and notes that clients may be solicited to invest in affiliated offerings, creating conflicts of interest that the firm says it discloses to clients.
Client services
Expertise
Fee options
Financial planning fees may be charged as fixed fees, negotiated per client and project
Consulting fees range from $75 to $775 per hour
Minimum fee: $2,500 minimum flat advisory fee per year, subject to advisor's discretion Fee-only: Advisory fees charged based on a percentage of assets under management; third-party manager fees range from 0.18% to 1.35%
Main office
See office506 S. 21st. St. Suite 101
Laramie WY 82070
Advisors at this office
2
Offices (2)
Most active in
California · Colorado · Florida · Nebraska · Pennsylvania · Texas · Wyoming
Also doing business as
Markle Financial LLC · Rowley Financial
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Shannon M
Series 63, Series 66
Laramie, WY
Markle Financial LLC
Shannon Markle is a financial advisor with Markle Financial LLC in Laramie, WY, holding Series 63 and Series 66 designations and having 25 years of industry experience. He has worked with Cambridge Investment Research Advisors and its affiliates since 2011 and has owned and managed real estate investments since 1999. In addition to his advisory duties, Markle is a licensed insurance agent and consults on venture capital funds and private investments through a real estate investment fund he manages. Markle Financial LLC provides portfolio management, co-advisory services, and financial planning to individuals, high-net-worth clients, and pension plan sponsors. The firm uses a mix of analytical methods to allocate assets across multiple investment classes and often acts in a co-advisory role with third-party managers while enforcing client-imposed guidelines.
Robert T
Series 63, Series 66
Lancaster, PA
Markle Financial LLC
Robert Teague is a financial advisor at Markle Financial LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Teague serves as Executive Director of the Eden Bridge Foundation and is a board member and treasurer for Jessica and Friends Community, a nonprofit supporting individuals with disabilities. Markle Financial provides discretionary and non-discretionary portfolio management, co-advisory services, and financial planning to individuals, high-net-worth clients, and pension and profit-sharing plan sponsors. The firm employs a range of analytical approaches and conducts due diligence on third-party managers, while also serving as adviser to a private pooled investment fund.
Joseph S
Series 65
Laramie, WY
Markle Financial LLC
Joseph Schwartz is a financial advisor at Markle Financial LLC in Laramie, Wyoming, holding a Series 65 designation with two years of industry experience. Prior to his advisory role, he worked at the University of Wyoming and held positions in retail and hospitality. Markle Financial LLC provides portfolio management, co-advisory services, and financial planning to individual and high-net-worth clients, as well as pension and profit-sharing plan sponsors. The firm uses a mix of analytical methods to manage diversified investments and often acts in a co-advisory capacity with third-party managers.
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