Mark Krogulski (CRD# 3153583) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Seal Beach, CA and has over 23 years of experience in the finance industry. Mark Krogulski 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.
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 |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Seal Beach, CA | Jan 2016 - Current | 8 |
| Charles Schwab Bank | Seal Beach, CA | Jan 2016 - Current | 8 |
| Rental Property | Scottsdale, AZ | Sep 2014 - May 2016 | 1 |
| Bank Of America N.a. | Chandler, AZ | Oct 2014 - Jan 2016 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler, AZ | Aug 2014 - Jan 2016 | 1 |
| Charles Schwab & Company Inc. | Phoenix, AZ | May 2005 - Aug 2014 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2007 |
- CA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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