Marcus Schaller, CFP®, APMA™

About

Marcus joined IEM in January 2023 as the firm’s Manager of Financial Planning Services. Since 2015, Marcus’ focus has been helping people achieve their long-term financial goals through careful financial planning and thoughtful investment management services. No matter where you are in your financial journey, Marcus takes pride in offering clients collaborative approaches to financial strategies. He loves what he does because his natural drive to help others with his financial background has a meaningful impact on people’s lives.

As IEM’s Manager of Financial Planning Services, Marcus will serve as a direct point of contact for the firm’s Private Wealth Managers, Operations Department, and clients. He will assist in managing various day-to-day responsibilities – including office support, discretionary trading, transactions, new business implementation, financial plan analysis, investment research, client service, model portfolio management, complex projects including estate settlements, and utilizing other business tools.

Experience and Education

Marcus holds a Bachelor’s degree in Business Administration and Management from the University of St. Thomas Opus College of Business. He is a CERTIFIED FINANCIAL PLANNER™ Professional, Accredited Portfolio Management Advisor (APMA™), and holds his FINRA Series 7, 63, and 65 securities registrations along with Minnesota Life and Health licenses

Personal

A newlywed, Marcus and his wife, Nicole, tied the knot in December 2022. They live in Plymouth, MN with their dog, Sophie. In his spare time, Marcus plays both disc golf, guitar, and Xbox, and enjoys bike rides around the lakes in Minneapolis.