Yvonne Marsh has been Managing Member of Marsh Wealth Management since November 2015, is a control person of the firm and directly owns between 50% and 75% of it. Yvonne Marsh holds a Bachelor of Science in Accounting from State University of New York.
Marsh Wealth Management, LLC is a Knoxville, TN firm with $182M under management, 181 clients and 3 advisers in one office, as of its March 2026 filing.
Yvonne Marsh is Principal of Marsh Wealth Management. She has public accounting experience providing assurance and advisory services to the banking and retirement fund industries. Her planning focus includes retirement and lifetime income planning, investment management, social security maximization, charitable giving, Medicare and long-term care planning.
Yvonne Marsh’s longest registration is the current one, 10 years at Marsh Wealth Management since 2016. Before joining Marsh Wealth Management in 2016, Yvonne Marsh was registered through Prosperity Capital Advisors and LPL Financial LLC.
- Marsh Wealth Management, LLCCurrent– present · 10 yearsKnoxville, TN · Adviser representative · Firm CRD 282111
- Prosperity Capital Advisors– · 3 yearsKnoxville, TN · Adviser representative · Firm CRD 156480
- LPL Financial LLC– · under a yearKnoxville, TN · Adviser representative · Firm CRD 6413
Professional designations
Listed by Marsh Wealth Management
- CFP®
- CPA
Investment adviser representative registrations
Yvonne Marsh is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from February 2016; the most recent is Texas, in March 2021.
- TennesseeSince 2 February 2016
- TexasResidentSince 15 March 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 23 July 2012 |
| Series 7 | General Securities Representative Examination | 26 June 2012 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Yvonne M Marsh
- CRD
- 4227208
- Firm
- Marsh Wealth Management · CRD 282111
- Role
- Managing Member
- Office
- 504 EBENEZER ROAD, Knoxville, TN 37923
- Registration
- Investment adviser registration
- In the industry since
- September 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- marshwealth.com
Where does Yvonne Marsh work?
Yvonne Marsh has been Managing Member of Marsh Wealth Management, LLC since November 2015, and is a control person of the firm.
Is Yvonne Marsh a financial advisor?
Yes. Yvonne Marsh has a current investment-adviser registration in Tennessee and Texas, through Marsh Wealth Management since February 2016.
How many years of experience does Yvonne Marsh have?
Yvonne Marsh has 14 years in the financial industry, since September 2012, across 3 adviser firms.
What exams has Yvonne Marsh passed?
Yvonne Marsh has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in June 2012.
Where did Yvonne Marsh work before Marsh Wealth Management?
Before Marsh Wealth Management, Yvonne Marsh was registered through LPL Financial LLC, July 2012 to December 2012.
Where is Yvonne Marsh based?
Yvonne Marsh’s registered office is in Knoxville, TN.
Is Yvonne Marsh registered with FINRA?
No. Yvonne Marsh has no current broker registration.
Is Yvonne Marsh a CFP?
Marsh Wealth Management lists Yvonne Marsh with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Yvonne Marsh’s record?
Search CRD 4227208 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Yvonne Marsh’s full registration record.
