Marcus Holzschuh
Vickerman Investment Advisors · Spokane, Washington
Marcus Holzschuh is a fee-only financial advisor at Vickerman Investment Advisors in Spokane, Washington. Marcus focuses on retirement planning and tax planning. Vickerman Investment Advisors reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Vickerman Investment Advisors |
|---|---|
| Based in | Spokane, Washington |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $632.3M across 1,159 accounts |
| SEC registration | Investment adviser representative in WA · CRD 7896313 |
| Exams passed | Series 65 (2024) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.vickermandriscoll.com |
How Marcus's firm compares
- Vickerman Investment Advisors's average account is about $546,000, from its Form ADV (assets managed divided by 1,159 accounts).
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Questions about Marcus
Is Marcus Holzschuh a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marcus holds no broker registration, and Vickerman Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Marcus charge for financial advice?
Marcus's firm, Vickerman Investment Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Marcus Holzschuh based?
Marcus Holzschuh is based in Spokane, Washington.
What does Marcus specialize in?
Marcus's specialties include retirement planning and tax planning.
Is Marcus Holzschuh registered with the SEC?
Yes. Marcus Holzschuh is registered as an investment adviser representative in WA (CRD 7896313), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Vickerman Investment Advisors manage?
Vickerman Investment Advisors reports $632.3M across 1,159 accounts in assets under management.
How do I contact Marcus Holzschuh?
Through Marcus's website, www.vickermandriscoll.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Vickerman Investment Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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