Chris Marshall, AIF®Wealth Advisor & SmartVestor Pro
Chris Marshall is a Wealth Advisor with Fusion Financial Group, an independent financial planning firm. Located in Wisconsin, Chris has 17 years of experience in the financial services industry. Chris began his financial career at Colorado State University, where he majored in Business Administration. At the beginning of his career, he specialized in both portfolio construction and real estate products, fostering a diverse understanding of investment markets. He is compassionate, motivated, and hardworking, making him a natural fit as an independent Wealth Advisor.
Partnering with people that see the value of a long-term relationship, Chris believes this starts with a solid financial plan. Utilizing top-tier technology he begins with the creation of a personalized web-based planning page and portal, meticulously built out for each client. His goal is to break-down the complexity of a client’s financial life into bite-sized chunks to avoid planning becoming too overwhelming. With strong processes in place, Chris strives to facilitate a relationship in which clients know where they are going, at anytime, during their financial journey.
Chris carries the Series 7, 6, 63, and 66 securities registrations through LPL Financial and a Wisconsin Life Insurance License. Chris is a Certified Dave Ramsey SmartVestor Pro, aligning his passion for educating and empowering clients to reach their goals with, as a trusted Pro. He has also earned the designation of Accredited Investment Fiduciary (AIF®), a symbol of his dedication to upholding the fiduciary standard for clients.
When he is not working, Chris loves spending time at his cottage in the Northwoods area of Crivitz, WI, with his wife, Kayla, who is an elementary school teacher. Together, they have two young daughters, Winnie and Marlee, who love to be in the water whenever possible. Chris grew up in Colorado and is a rabid Denver Broncos fan, who can trace his legacy season tickets back several generations! He is a supporter of the Boy Scouts of America, an organization in which he proudly participated when he was younger, earning the title of Eagle Scout, one of the organization’s highest honors. Chris also enjoys traveling, attending live concerts, and watching just about any type of sporting event.