MARKLE FINANCIAL LLC
CRD #302088 SEC #801-116686 LARAMIE, WY (307) 721-1725
SEC Registered Private Funds
Total AUM
$121.6M
Discretionary
$116.7M
Employees
6
Clients
10
Accounts
324
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Wyoming
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 5, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| RIZZO, CARL, MARION | I | CHIEF COMPLIANCE OFFICER | NA | |
| RIZZO, CARL, MARION | I | CHIEF COMPLIANCE OFFICER | NA | |
| RIZZO, CARL, MARION | I | CHIEF COMPLIANCE OFFICER | NA | |
| RIZZO, CARL, MARION | I | CHIEF COMPLIANCE OFFICER | NA | |
| RIZZO, CARL, MARION | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCHULMAN, MONIQUE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCHULMAN, MONIQUE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCHULMAN, MONIQUE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCHULMAN, MONIQUE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCHULMAN, MONIQUE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCHULMAN, MONIQUE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCHULMAN, MONIQUE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCHULMAN, MONIQUE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCHULMAN, MONIQUE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCHULMAN, MONIQUE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCHULMAN, MONIQUE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCHULMAN, MONIQUE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCHULMAN, MONIQUE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MARKLE, SHANNON, MICHAEL | I | MEMBER | E | Control |
| MARKLE, SHANNON, MICHAEL | I | MANAGING MEMBER | E | Control |
| MARKLE, SHANNON, MICHAEL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MARKLE, SHANNON, MICHAEL | I | MANAGING MEMBER | E | Control |
| MARKLE, SHANNON, MICHAEL | I | MANAGING MEMBER | E | Control |
| MARKLE, SHANNON, MICHAEL | I | MANAGING MEMBER | E | Control |
| MARKLE, SHANNON, MICHAEL | I | MANAGING MEMBER | E | Control |
| MARKLE, SHANNON, MICHAEL | I | MANAGING MEMBER | E | Control |
| MARKLE, SHANNON, MICHAEL | I | MANAGING MEMBER | E | Control |
| MARKLE, SHANNON, MICHAEL | I | MANAGING MEMBER | E | Control |
| MARKLE, SHANNON, MICHAEL | I | MANAGING MEMBER | E | Control |
| MARKLE, SHANNON, MICHAEL | I | MANAGING MEMBER | E | Control |
| MARKLE, SHANNON, MICHAEL | I | MANAGING MEMBER | E | Control |
| MARKLE, SHANNON, MICHAEL | I | MANAGING MEMBER | E | Control |
| MARKLE, SHANNON, MICHAEL | I | MANAGING MEMBER | E | Control |
| MARKLE, SHANNON, MICHAEL | I | MANAGING MEMBER | E | Control |
| MARKLE, SHANNON, MICHAEL | I | MANAGING MEMBER | E | Control |
| MARKLE, SHANNON, MICHAEL | I | MANAGING MEMBER | E | Control |
| MARKLE, SHANNON, MICHAEL | I | MANAGING MEMBER | E | Control |
| MARKLE, SHANNON, MICHAEL | I | MANAGING MEMBER | E | Control |
| MARKLE, SHANNON, MICHAEL | I | MANAGING MEMBER | E | Control |
| MARKLE, SHANNON, MICHAEL | I | MANAGING MEMBER | E | Control |
| JOHNSON, LESLIE, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| JOHNSON, LESLIE, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| JOHNSON, LESLIE, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| MARKLE, SHANNON, MICHAEL | I | MEMBER | D | Control |
| MARKLE, SHANNON, MICHAEL | I | MEMBER | D | Control |
| MARKLE, SHANNON, MICHAEL | I | MEMBER | D | Control |
| JOHNSON, LESLIE, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| JOHNSON, LESLIE, MARIE | I | MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| Six, Pepper, Jo | I | DIRECTOR OF DEVELOPMENT | B | |
| Six, Pepper, Jo | I | DIRECTOR OF DEVELOPMENT | B | |
| Six, Pepper, Jo | I | DIRECTOR OF DEVELOPMENT | B | |
| TEAGUE, ROBERT, WESLEY | I | PARTNER | B | Control |
| TEAGUE, ROBERT, WESLEY | I | PARTNER | B | Control |
| TEAGUE, ROBERT, WESLEY | I | PARTNER | B | Control |
| TEAGUE, ROBERT, WESLEY | I | PARTNER | B | Control |
Registrations
Federal
IA
Jun 5, 2025 REGISTERED
Notice Filings (8)
CA CO FL NE NH NY PA TX
Address
506 S. 21ST. ST. SUITE 101LARAMIE, WY 82070
United States
Phone: (307) 721-1725