Mary Allmon has been Portfolio Manager and Member of Marietta Investment Partners since January 2016, is a control person of the firm and directly owns between 10% and 25% of it. Mary Allmon holds a BA from Marquette University.
Marietta Investment Partners, LLC is a Milwaukee, WI firm with $684M under management, 147 clients and 3 advisers in one office, as of its September 2026 filing.
Mary Allmon is Partner & Portfolio Manager of Marietta Investment Partners, based in Milwaukee. She has two decades of experience serving Marietta clients. As a Portfolio Manager, she creates customized investment programs for individuals and institutions.
- – present · 13 yearsMilwaukee, WI · Adviser representative · Firm CRD 108479
Investment adviser representative registrations
Mary Allmon is registered as an investment adviser representative in 2 states. The first approvals date from March 2013; the most recent is Texas, in November 2019.
- TexasSince 19 November 2019
- WisconsinSince 18 March 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 March 2013 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Mary Theresa Allmon
- CRD
- 6037044
- Firm
- Marietta Investment Partners · CRD 108479
- Role
- Portfolio Manager and Member
- Office
- 833 EAST MICHIGAN STREET, SUITE 980, Milwaukee, WI 53202
- Registration
- Investment adviser registration
- In the industry since
- March 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mariettallc.com
Where does Mary Allmon work?
Mary Allmon has been Portfolio Manager and Member of Marietta Investment Partners, LLC since January 2016, and is a control person of the firm.
Is Mary Allmon a financial advisor?
Yes. Mary Allmon has a current investment-adviser registration in Texas and Wisconsin, through Marietta Investment Partners since March 2013.
How many years of experience does Mary Allmon have?
Mary Allmon has 13 years in the financial industry, since March 2013, across 1 adviser firm.
What exams has Mary Allmon passed?
Mary Allmon passed the Series 65 in March 2013.
Where is Mary Allmon based?
Mary Allmon’s registered office is in Milwaukee, WI.
Is Mary Allmon registered with FINRA?
No. Mary Allmon has no current broker registration.
How can I verify Mary Allmon’s record?
Search CRD 6037044 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mary Allmon’s full registration record.
