Mark Gutrich (CRD# 2146126) is an Investment Advisor Representative working at Fi401k Advisors in Greenwood Village, CO and has over 32 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Fiduciary Insight, LLC | Greenwood Village, CO | Jun 2013 - Current | 10 |
Fi401k Advisors, LLC | Greenwood Village, CO | Jun 2013 - Current | 10 |
Fa Associates LLC | Greenwood Village, CO | Mar 2009 - Current | 15 |
Dtm Management LLC | Greenwood Village, CO | Jul 2002 - Dec 2018 | 16 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 1991 |
S65 | NASAA Investment Advisors Law Examination | Mar 1999 |
- CA
- CO
- CT
- FL
- IL
- LA
- MD
- MA
- MI
- MN
- NH
- NJ
- NC
- OH
- PA
- TX
- VA
- WA
- WI
-
Total Assets Under Management787MILLIONS
-
Total Number of Accounts491ACCOUNTS
-
Average Account Value$1,602,679
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Pension consulting services
AZ, CA, CO, CT, FL, GA, IL, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, PA, TX, VA, WA, WI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.