John S. Marshall, Jr. CFP<sup>&reg;</sup> - Financial Advisor

John S. Marshall, Jr. CFP®

CFA®, AIF®

Crooked Tree Capital Advisors

267 Creekside Drive, Unit 300
Petoskey, MI 49770
FINANCIAL ADVISOR'S WEBSITE
(231) 348-2516

General

John Marshall is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Crooked Tree Capital Advisors in Petoskey, MI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Broker-Dealer Affiliation

None/NA

Helpful Financial Planning Resources