Mark Olhoeft (CRD# 2233161) is an Investment Advisor Representative working at Olhoeft Financial, LLC in San Juan Capistrano, CA and has over 31 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Olhoeft Financial, LLC | San Juan Capistrano, CA | Jan 2006 - Current | 18 |
| Mark Robert Olhoeft, Cpa | San Juan Capistrano, CA | Oct 2005 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1992 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1993 |
- CA
-
Total Assets Under Management61MILLIONS
-
Total Number of Accounts42ACCOUNTS
-
Average Account Value$1,450,531
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA
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