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Cory Marlow, MBA, AIF®

Cory marlow, mba, aif®

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location of Cory Marlow, MBA, AIF®Mishawaka, Indiana, United States
Phone number of Cory Marlow, MBA, AIF®View Mobile No.
Followers of Cory Marlow, MBA, AIF®2000 followers

  • Timeline

  • About me

    Wealth Advisor, President at Financial Partners, Inc./2018 Forbes Top Next-Generation Wealth Advisor/2019 Forbes Best Next-Gen In State Advisor

  • Education

    • Ottawa township high school

      1996 - 2000

    • Bryant university

      2019 - 2022
      Financial planning certificate financial planning and services

    • Valparaiso university

      2000 - 2004
      Bachelor of science (b.s.) business administration and management, general

    • Northern illinois university - college of business

      2007 - 2007
      Master of business administration (m.b.a.)

  • Experience

    • Chase insurance direct

      Jan 2006 - Jan 2007
      Insurance sales

    • Fidelity life association

      Jan 2006 - Jan 2008
      Financial consultant/insurance sales

    • National city bank

      Jan 2008 - Jan 2008
      Financial consultant

    • Keybank

      Jan 2008 - Jan 2011
      Financial advisor

    • United cancer services-cockopalooza event

      Jan 2010 - now
      Member

      October 5th, 2013 marked the 10th annual Cockopalooza. Originally founded in 2004 as a way to help our friend, Corey Cox, in his battle against acute lymphatic leukemia (ALL), we now strive to reach out to as many families in Elkhart County as possible. Our goals remain the same -inspire patients, motivate families, and fund a cure for cancer- but all proceeds are now donated to United Cancer of Elkhart County and are put into a fund dedicated to helping juveniles in our area with their fight against cancer! Show less

    • Notre dame federal credit union

      Sept 2011 - Mar 2015
      Financial consultant

      •Retirement strategies •Asset management•Financial consultations•Reviews of retirement or qualified plans•Tax-advantaged strategies •Investment advising •College strategies•Estate strategies•Trust Administration •Insurance •Small business •Long-term care We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future. Show less

    • Camp fire

      Sept 2014 - Jan 2019
      Board member-investment sub committee

      Assist in financial decisions associated with the day to day operations of the camp.

    • Financial partners, inc.

      Mar 2015 - now
      Wealth advisor, president

      For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.That’s where our practice comes in.Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs.Our personal goal is to provide you with guidance that can help you understand and better define your financial goals. We work hard to create a mutually beneficial and respected long-term relationship with my clients and their families.As a member of the community for several years, we take pride in knowing that we have helped many people pursue the type of financial future they aspired for.For more information about our practice and our services, please call. We would enjoy learning more about your goals.Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Series 6, 7, and 63 held with LPL. Show less

    • Raymond james

      Mar 2015 - Aug 2019
      Financial advisor

      While each individual’s needs are unique, many people have similar planning objectives – whether to ensure they have the income they need today, to plan for retirement tomorrow or to grow their assets, Raymond James’ core solutions are designed to provide a framework for your specific goals.•Retirement strategies •Asset management•Financial consultations•Reviews of retirement or qualified plans•Tax-advantaged strategies •Investment advising •College strategies•Estate strategies•Trust Administration •Insurance •Small business •Long-term care Show less

    • Junior achievement & lemonade day serving elkhart county

      Nov 2016 - now
      Member board of directors

      "We are the nation's largest organization dedicated to giving young people the knowledge and skills they need to own their economic success, plan for their futures, and make smart academic and economic choices. Junior Achievement's programs—in the core content areas of work readiness, entrepreneurship and financial literacy—ignite the spark in young people to experience and realize the opportunities and realities of work and life in the 21st century."

    • Porter township community

      Nov 2016 - Nov 2024
      Supervisor

      The elected members of the Township Board adopt an annual budget that determines the scope and character of township services. They also adopt ordinances to protect the communities health, safety and welfare. The Supervisor, besides presiding over township meetings, also ensures that assessments on taxable properties conform to state law.

  • Licenses & Certifications

    • Mba

    • Aif

      Fi360
      Jan 2019

  • Honors & Awards

    • Awarded to Cory Marlow, MBA, AIF®
      2019 Forbes Best Next-Gen In State Advisor Forbes Aug 2019 The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research… Show more The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings. Show less
    • Awarded to Cory Marlow, MBA, AIF®
      2018 Forbes Top Next-Generation Wealth Advisor Forbes Jul 2018 The 2018 Top Next-Generation Wealth Advisors list includes 1,000 young, talented advisors who represent the future of the wealth management industry. Each advisor was nominated by their respective firm, then vetted and ranked by SHOOK Research.The Forbes ranking of Top Next-Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in or after 1980. Advisors are interviewed by… Show more The 2018 Top Next-Generation Wealth Advisors list includes 1,000 young, talented advisors who represent the future of the wealth management industry. Each advisor was nominated by their respective firm, then vetted and ranked by SHOOK Research.The Forbes ranking of Top Next-Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in or after 1980. Advisors are interviewed by telephone and in person to evaluate service models, investing process, experience levels and integrity. Additional factors considered include compliance record, client retention, revenues produced for their firms and assets managed. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.https://www.forbes.com/top-next-gen-advisors/#32b551776df0 Show less
    • Awarded to Cory Marlow, MBA, AIF®
      2016 Michiana Forty Under 40 St. Joseph County Chamber of Commerce, the Young Professionals Network South Bend, presenting sponsors Gates Automotive and Community Foundation of Elkhart County, supporting sponsor South Bend Tribune and other area partners in the Michiana region. Apr 2016 "Michiana Forty Under 40 recognizes 40 regional business and professional leaders who have achieved success before the age of 40.This recognition shines the spotlight on 40 of the area's most talented and dedicated young executives, professionals and leaders who demonstrate career success and community engagement."
    • Awarded to Cory Marlow, MBA, AIF®
      The Spirit of Notre Dame Federal Credit Union Notre Dame Federal Credit Union 2013 Given to one partner per year that shows...• Initiative by constantly searching more innovative and flexible solutions through enhancement to our internal systems and seeking best practices and new products from the most creative credit unions in the nation.• Accountability by consistently meeting and exceeding goals thus providing excellent service and growing the credit union.• Adaptability by adapting to member and organizational needs in a positive way; encouraging others… Show more Given to one partner per year that shows...• Initiative by constantly searching more innovative and flexible solutions through enhancement to our internal systems and seeking best practices and new products from the most creative credit unions in the nation.• Accountability by consistently meeting and exceeding goals thus providing excellent service and growing the credit union.• Adaptability by adapting to member and organizational needs in a positive way; encouraging others through their optimistic response to a changing world. Show less