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Curtis Wharton
Investment Advisor Representative

1017 W. Main Street 
Marion, IL 62959
Phone:
  • 618.364.0084

Flipbooks

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Contact Us

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Welcome!

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Our Mission

Helping clients build multi-generational financial legacies, using various financial strategies.

Our Firm

Is focused on asset management. We also assist our clients with implementing strategies to protect and enhance wealth accumulation. 

Our Endeavor

  • Pursue excellence in the financial services marketplace.
  • Respect the privilege of our client/partner relationship.
  • Design easily implemented strategies.
  • Take decisive action.

Contact us

We look forward to the opporunity to discuss our services with you!

Curtis A. Wharton, IAR

Investment Adviser Representative

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck