Chris Marshall, AIF®Wealth Advisor
Chris Marshall is a Wealth Advisor with Fusion Financial Group, an independent financial planning firm and fiduciary based in Denver, CO. Located in Wisconsin, Chris has 15 years of experience in the financial services industry. 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 a Wealth Advisor within an independent financial planning firm. Chris focuses on coaching small business owners and new investors.
Chris began his financial career at Colorado State University, where he majored in Business Administration. Since then, he has built a background in investment model design, securities, and worked as an Assistant Vice President at Black Creek Capital Markets, where he specialized in real estate investments.
Chris has a Series 7, 6, 63 and 66 securities registrations with LPL Financial and a Wisconsin Life Insurance License. He’s also received 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 spends time at home in Appleton, Wisconsin, with his wife, Kayla, who is an elementary school teacher. Together, they have two young daughters, Winnie and Marlee. Chris grew up in Colorado and is a rabid Denver Broncos fan that can trace his legacy season tickets back several generations! Chris 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.