Mark Boyer, financial advisor Olympia WA

Mark Boyer

CRD Number: 5516829
Current Firm: Kiley Juergens Wealth Management, LLC

Mark Boyer (CRD# 5516829) is an Investment Advisor Representative working at Kiley Juergens Wealth Management, LLC in Olympia, WA and has over 11 years of experience in the finance industry. Mark Boyer 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.

Similar Advisors
Kevin Byrne, financial advisor Olympia WA
Kevin M. Byrne
CRD# 3220588
Byrne & Company Wealth Management, LLC
Similar Advisors
Norman Smith, financial advisor Olympia WA
Norman R. Smith
CRD# 1293983
Nr Smith & Associates, P.s.
Similar Advisors
Gregory Stapp, financial advisor Olympia WA
Gregory T. Stapp
CRD# 2198693
Stapp Wealth Management, Pllc
Professional Designations
Company Name Location Dates Years
Royal Alliance Associates, Inc. Olympia, WA Nov 2018 - Current 1
Kiley Juergens Wealth Management, LLC Olympia, WA Jun 2014 - Current 5
Signator Investors, Inc. Lafayette, CA Dec 2015 - Nov 2018 2
Signator Financial Services, Inc./signator Investors Inc. Olympia, WA Jul 2014 - Nov 2018 4
Cetera Investment Advisers LLC Olympia, WA Jan 2014 - Jun 2014 < 1
Cetera Investment Services LLC St. Cloud, MN Apr 2008 - Jun 2014 6
Twinstar Financial Advisers/primevest Financial Services/cetera Olympia, WA Jan 2008 - Jun 2014 6
Univeristy Of Washington Tacoma, WA Aug 2006 - Jun 2010 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2008
Contact Info for Mark T. Boyer
Phone Number: 360-350-4747
Firm Website:
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Mark Boyer and other advisors.
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.