Mark AdolfsonCRD Number: 4349106
Current Firm: Facet Wealth, Inc.
Mark Adolfson (CRD# 4349106) is an Investment Advisor Representative working at Facet Wealth, Inc. in Baltimore, MD and has 1 year of experience in the finance industry. Mark Adolfson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Thrivent Investment Management Inc.
Abel Financial Management Company
|Facet Wealth||Erie, CO||Jan 1999 - Current||23|
|Financial Mountain Inc.||Boulder, CO||Nov 1994 - Current||27|
|Consulting||Erie, CO||Oct 2017 - Oct 2021||4|
|Prime Storage||Henderson, CO||Nov 2013 - Sep 2017||3|
|Mhn Government Services||Washington, DC||Jan 2010 - Nov 2013||3|
Total Assets Under Management1,189MILLIONS
Total Number of Accounts13,471ACCOUNTS
Average Account Value$88,294
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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