Marguerite Tschirhart has been an investment adviser representative at Vima since January 2017, and is not listed among the firm’s executive officers or direct owners.
Vima, LLC is a Troy, MI firm with $229M under management, 1,182 clients and 12 advisers in one office, as of its May 2026 filing.
Marguerite Tschirhart’s longest registration is the current one, 9 years at Vima since 2017. Before joining Vima in 2017, Marguerite Tschirhart was registered through Valic Financial Advisors, Inc. and Wells Fargo Advisors, LLC.
- Valic Financial Advisors, Inc.– · 1 yearAuburn Hills, MI · Adviser representative · Firm CRD 42803
- Wells Fargo Advisors, LLC– · 1 yearTroy, MI · Adviser representative · Firm CRD 19616
Investment adviser representative registrations
Marguerite Tschirhart is registered as an investment adviser representative in Michigan, since January 2017.
- MichiganSince 26 January 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 9 April 2013 |
| Series 7 | General Securities Representative Examination | 11 March 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Marguerite Mary Tschirhart
- CRD
- 6140713
- Firm
- Vima · CRD 148833
- Office
- 46 EAST SQUARE LAKE RD., Troy, MI 48085
- Registration
- Investment adviser registration
- In the industry since
- November 2013
- Disciplinary history
- Not yet shown here · SEC record
Where does Marguerite Tschirhart work?
Marguerite Tschirhart is an investment adviser representative registered through Vima, LLC since January 2017, and is not listed among the firm’s executive officers or direct owners.
Is Marguerite Tschirhart a financial advisor?
Yes. Marguerite Tschirhart has a current investment-adviser registration in Michigan, through Vima since January 2017.
How many years of experience does Marguerite Tschirhart have?
Marguerite Tschirhart has 12 years in the financial industry, since November 2013, across 3 adviser firms.
What exams has Marguerite Tschirhart passed?
Marguerite Tschirhart has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in March 2013. FINRA credited Marguerite Tschirhart with the SIE, which began in October 2018.
Where did Marguerite Tschirhart work before Vima?
Before Vima, Marguerite Tschirhart was registered through Valic Financial Advisors, Inc., December 2015 to January 2017; Wells Fargo Advisors, LLC, April 2013 to April 2015.
Where is Marguerite Tschirhart based?
Marguerite Tschirhart’s registered office is in Troy, MI.
Is Marguerite Tschirhart registered with FINRA?
No. Marguerite Tschirhart has no current broker registration.
How can I verify Marguerite Tschirhart’s record?
Search CRD 6140713 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Marguerite Tschirhart’s full registration record.