Markle Financial LLC

Overview

Markle Financial LLC is an SEC registered investment adviser based in Laramie, WY, registered since 2019. It reports $141M in assets under management across 616 accounts, with 7 employees. It has 3 investment adviser representatives.

Reported AUM

$141M

Discretionary

95%

Accounts

616

Average account

$229K

Employees

7

Advisory reps

3

Registered since

2019

Jurisdictions

7

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• Shannon Michael Markle Managing Member CRD 4358151
• Monique Schulman Chief Compliance Officer CRD 1225088
• Robert Wesley Teague Partner CRD 4114764

Advisory reps 3 of 3

• Shannon M Markle Insurance Agent · Investment Adviser Rep CRD 4358151
• Joseph Schwartz Investment Adviser Rep CRD 7902185
• Robert W Teague Insurance Agent · Investment Adviser Rep CRD 4114764

Location

Headquarters

506 S 21st St # 101
Laramie, WY 82070

County

Albany

Metro area

Laramie, WY

Region

West

Registrations

• SEC registered
• Registered in 7 jurisdictions
• Website: marklefinancial.com

Every state, with registration dates

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