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Eric Marzinke
Eric Marzinke Educational Background and Business Experience


Eric Marzinke is a graduate of Wheaton College in Wheaton, Illinois with a Bachelor of Arts major in Business and Economics in 1991.  

During the 90s', Eric worked in the banking and mortgage industries with Norwest Bank in Minneapolis and the First National Bank in Sioux Falls, SD.  Eric's duties included audit, mortgage processing, international finance, and retirement plan consulting.  

Since August 1st, 2000, Eric joined the financial planning community.  He is a Registered Representative and an Investment Advisor Representative.  His career started with AXA Advisors out of Northbrook, IL.  He later joined InterSecurities, Inc & Transamerica Financial Advisors out of St. Petersburg, FL.  

In January of 2013, Eric joined Woodbury Financial Services, Inc., an independent broker-dealer.

Eric loves spending time with his wife Karen and his dog Gracie.  In his spare time, Eric enjoys reading, playing golf, and spending time with his family.

Lastly, up until 2016, Eric was in practice together with his father, Walter Marzinke, who has now passed away.  Eric and Walter created a wonderful, thriving practice.  Walter's legacy is now being carried on by Eric, who is leading and helping meet their clients' needs.

Eric maintains his Series 7 and 66 registrations through Woodbury Financial Services, Inc.  He also maintains various insurance licenses as an independent insurance agent through ProMark Planners, Inc.

ProMark Planners, Inc.  is not affiliated with Woodbury Financial Services, Inc, and Woodbury Financial Services, Inc.  is not compensated by any commissions, fees or other compensation from ProMark Planners, Inc..

Eric Marzinke is registered for securities in the following states of Arkansas, Arizona, California, Colorado, Florida, Iowa, Idaho, Illinois, Louisiana, Minnesota, New York, Oklahoma, Tennessee, Washington, and Wisconsin

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Terry Ihm
Terry Ihm Educational Background and Business Experience

Terry Ihm joined ProMark in the fall of 2010, when she returned to the workforce after raising her family.  Her focus at ProMark has been assisting our clients with health insurance needs - Individual, Group and Medicare Supplement.  She is insurance licensed and trained to offer a variety of products including being certified in Medicare Advantage Plans.

Terry graduated from Carthage College in Kenosha, Wisconsin in 1986 with an Accounting major.  She earned an MBA from DePaul University in Chicago, Illinois.  In her early career, Terry held various financial roles including:  accounts payable/receivable/payroll management, financial planning/budgeting and profitability analysis in a Fortune 500 manufacturing firm.

*Terry Ihm is not registered with Woodbury Financial Services, Inc.

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ProMark does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment. No investment strategy, such as asset allocation, can guarantee a profit or protect against loss in periods of declining values. Therefore, the information presented here should only be relied upon when coordinated with individual professional advice.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA / SIPC.  Promark and Woodbury Financial Services are not affiliated. 



This communication is strictly intended for individuals residing in the state(s) of AZ, AR, CA, FL, ID, IL, IA, LA, MI, MN, NY, OK, TN, VA and WI. No offers may be made or accepted from any resident outside the specific states referenced.
 


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