Marc Wambaugh

from Total Wealth Planning, LLC
SEC regulated
Regulated Investment Advisor
Marc Wambaugh is a financial advisor based in Ohio, Cincinnati, with 25 years of experience. Marc currently works for Total Wealth Planning, LLC. Marc maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Marc Wambaugh works at Total Wealth Planning, LLC
Total Wealth Planning, LLC is a financial advisory firm based in Cincinnati, Ohio. It currently has approximately $819,527,256 of assets under management and employs about 17 people. Total Wealth Planning, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
14 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
4665 Cornell Rd., Ste. 160, Cincinnati, Ohio, 45241

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