Broker Check

About Our Team

Shaun C Marline, AAMS®

Founder, Wealth Advisor

218-723-4108

shaun.marline@lpl.com

With more than 18 years of experience in the investment management business, Wealth Advisor Shaun Marline has managed money through many different market conditions. Shaun joined LPL Financial in 2017.

Shaun C Marline holds a Bachelor of Science degree in Finance from University of Wisconsin-Superior, Superior, Wisconsin. He is a graduate of Denfeld High School.

Shaun began his career in the financial services industry with Waddell & Reed and then joined A.G. Edwards & Sons, Inc in 2003. A.G. Edwards merged with Wachovia Securities in 2008, which became Wells Fargo Advisors Financial Network, LLC. Shaun began his own business as Marline & Associates Wealth Management, LLC in 2012.

He is devoted to taking care of the individual needs and goals of his clients while concentrating on strategies that help manage the risk level in their portfolio and preserve capital. Using the tools available, he develops investment plans that help pursue client objectives. In addition to his securities registrations and insurance licenses, Shaun is an Investment Advisor Representative with a Series 65 held with Independent Advisor Alliance and an Accredited Asset Management Specialist. He also completed the Financial Planning Certificate at Kaplan University. Shaun is recognized and has been awarded the Five Star Wealth Manager Award in 2015, 2016, and 2017. The Five Star Wealth Manager Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2015-2016 Five Star Wealth Managers.

Shaun is married to Amy; together they have three children – Ava, Augie, and Estella. Away from the office, Shaun enjoys spending time with his family and friends.

Andrew Amys

Wealth Advisor

218-393-6219

andrew.amys@lpl.com

Andrew has been in the financial services industry since 2005, primarily serving the greater Wisconsin-Minnesota region. He currently holds a series 7, 66 and life insurance licenses.

Andrew earned a B.S. from the University of Wisconsin-Superior in 2010. He previously spent 10 years at Wells Fargo Advisors focusing on serving the investment needs of corporate farmers and professional athletes among many other client bases.

In his personal time he enjoys spending time at the hockey rink where he serves as a member of the Board of Directors for Superior Amateur Hockey Association. He also enjoys watching the Green Bay Packers.

Andrew has been married to his wife, Kristina, since 2011 and has three wonderful and very active childeren- Keegan, Piper and Kasen.

Brenda Reich

Administrative Assistant

brenda.reich@lpl.com

Danielle Defeyter

Registered Client Associate

218.723.4108

danielle.defeyter@lpl.com

Danielle Defeyter has over 15 years of experience as both an administrative assistant and a registered representative. She has passed the Series 7, 66 and 24 FINRA exams.

Danielle holds a Bachelor of Science degree in Business from Saint Cloud State University. She is a graduate of Superior Senior High School.

Danielle and her husband, Jacoby, reside in Superior, WI, with their four children. When not in the office, she enjoys spending time with family and friends and watching her kids play sports.