Broker Check
Dennis E. Marshall

Dennis E. Marshall

OSJ Branch Manager, Investment Advisor Representative

Dennis has practiced personal financial planning and investment management since 1999. He taught Retirement Financial Literacy programs for federal government agencies and their employees for more than 20 years. Dennis finds great satisfaction in providing clients with a framework for analysis and decision making so they can pursue their retirement goals. 

Dennis holds the following professional certifications:

  • Series 65 – Uniform Investment Adviser Law Examination with Marshall Investment Management
  • Series 63 – Uniform Securities Agent State Law Examination with LPL Financial
  • SIE – Securities Industry Essentials Examination
  • Series 7 – General Securities Representative Examination
  • Series 6 – Investment Company Products/Variable Contracts Representative Examination
  • Series 24 – General Securities Principal Examination
  • Licensed life, accident, and health insurance agent

Series 6, 7, 24 and 63 licenses held through LPL financial.

Outside the office, Dennis enjoys spending time with his two daughters, and he enjoys an active outdoor lifestyle.

Fun Facts About Dennis:

Originally from: Wyoming

Favorite book: The Intelligent Investor, by Benjamin Graham

Hobbies: Mountain Biking, Snowboarding, Hiking, CrossFit, Running, Weight Training

Favorite vacation: Any beach vacation! Would love to go to the South Pacific Polynesia Islands

Bucket list item: Aurora Borealis from the Nordic.

Biggest accomplishments: Surrounding myself with wonderful people. I live every day with great gratitude for the love of those who surround me.