Mark Boyer, financial advisor Olympia WA
96 score

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 8 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.

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Professional Designations
Company Name Location Dates Years
Signator Investors, Inc. Olympia, WA Dec 2015 - Current 1
Signator Financial Services, Inc. Bellevue, WA Jul 2014 - Current 2
Kiley Juergens Wealth Management, LLC Olympia, WA Jun 2014 - Current 2
Cetera Investment Advisers LLC Olympia, WA Jan 2014 - Jun 2014 < 1
Cetera Investment Services LLC St. Cloud, MN Apr 2008 - Jun 2014 6
Greene Reality Group Olympia, WA Mar 2007 - Mar 2008 1
Twinstar Credit Union Olympia, WA Aug 2006 - Jan 2008 1
Pinnacle Infiniti Scottsdale, AZ Nov 2005 - Aug 2006 < 1
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: http://www.kj-wm.com
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    248
    MILLIONS
  • Total Number of Accounts
    1,780
    ACCOUNTS
  • Average Account Value
    $139,283
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

AZ, CA, LA, OR, TX, WA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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