Our Qualifications

President and Founder of Marathon Wealth Management, Stan Emery, has nearly 30 years' experience in the financial services industry. He graduated from Colorado State University in 1992, and has subsequently achieved the series 6, 7, and 66 licenses as well as earning the designation of AIF® (Accredited Investment Fiduciary).

Series 6 and 7 license exams cover topics on investment risk, taxation, equity and debt instruments, options, and retirement plans. 

Series 66 licensure, regulated by NASAA (North American Securities Administrators Association) permits a license holder to act as a financial adivisor, fiduciary, and transaction coordinator for securities-based products.

Fiduciary Standard

The Fiduciary Standard of care requires that a financial advisor act solely in the client's best interest when offering personalized financial advice.

Stan is dedicated to developing lasting relationships with all his clients. He believes in helping each person become more confident in assessing his or her financial goals and participating in the financial management process. 

One of the benefits of working with Marathon Wealth is our ability to provide clear, easily understood explanations of financial products and services. Let us provide you with a personalized program that includes a roadmap toward a more secure financial future.

At Marathon Wealth, we look forward to using our expertise to help you achieve your highest financial goals.