Wolfgang Sailler, financial advisor Salem OR

Wolfgang Sailler

CRD Number: 2174284
Current Firm: Goldmark Financial Planners, LLC

Wolfgang Sailler (CRD# 2174284) is an Investment Advisor Representative working at Goldmark Financial Planners, LLC in Salem, OR and has over 30 years of experience in the finance industry. Wolfgang Sailler 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
Goldmark Financial Planners, LLC Salem, OR Nov 2001 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1991
S65 NASAA Investment Advisors Law Examination Nov 1998
Contact Info for Wolfgang T. Sailler
Phone Number: 5033750208
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    6
    MILLIONS
  • Total Number of Accounts
    57
    ACCOUNTS
  • Average Account Value
    $105,263
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

OR

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