Noah Marell

Noah Marell, CFP®, has extensive work experience in the financial industry. Noah began their career as an Intern/Registered Representative at ING Financial Partners in 2009. After that, they joined Wipfli Financial Advisors in 2012, where they held various roles including Associate Consultant, Financial Advisor, Senior Financial Advisor, and Principal, Senior Financial Advisor. In 2022, Noah Marell joined Creative Planning as a Partner/ Private Wealth Manager. Currently, they are serving as a Managing Director, Strategic Initiatives at The Mather Group, LLC since August 2023. Throughout their career, they have demonstrated expertise in financial advising and has been registered with the U.S. Securities and Exchange Commission.

Noah Marell, CFP®, attended the University of Minnesota - Carlson School of Management from 2008 to 2012, where they obtained a BSB degree in Finance. Noah also earned a BSB degree in Finance from the University of Minnesota during the same period. In 2012, they obtained the Series 65 certification from FINRA, and in 2014, they became a Certified Financial Planner through the CFP Board.