MD
CFA
MD
CFA

Marc Joseph Dion

21 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
3 advisors
Number of Clients
563 clients
Average Client Portfolio
$509K average
Assets Under Management
$286.6M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

111 Heritage Reserve Suite 200, Menomonee Falls, WI, 53051

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Marc is the Head of the Investment Committee for St. Francis Borgia Catholic Church since 2017. He organizes quarterly meetings and communicates investment recommendations, dedicating minimal time to this role.

Employment History
Current Registrations
Morgan Dempsey Capital Management LLC
March 2004 - Present · 21 yrs 11 mos
State Registrations1 state
WI
Advisor
Exams
No exam information available for this advisor.