Marcus Schaller
CFP®, APMA™
Manager of Financial Planning Services
Main: 952.854.5544
Fax: 952.854.6335
About
Marcus is a Licensed Financial Advisor and Manager of Financial Planning & Investments at Integrated Equity Management. As Manager of Financial Planning, he is responsible for the management and implementation of our financial planning analysis and investment portfolios at IEM.
In his day-to-day, Marcus works directly with clients, advisors, and our operations team on a variety of responsibilities – including investment analysis, portfolio research, securities trading, financial planning analysis and implementation, creating investment recommendations, onboarding new clients, providing service to our existing clients, process improvement, and other various projects as they come up.
Experience and Education
Since he joined the industry in 2015, Marcus has been fascinated with the financial markets. When coupled with thoughtful planning and investing, he hopes to create real progress for people and change lives for years to come. Marcus holds a bachelor’s degree in business administration and management from the University of St. Thomas. He is also a CERTIFIED FINANCIAL PLANNER™ Professional, as well as an Accredited Portfolio Management Advisor (APMA™). He currently holds his FINRA Series 7, 63, and 65 securities registrations along with Minnesota Life and Health licenses.
Personal
In his personal life, Marcus enjoys spending time with my friends and family. He is a music enthusiast and plays the guitar and bass. In his free time, he enjoys playing disc golf and riding his bike around the many beautiful lakes and rivers near the Twin Cities.
