Mark KrogulskiCRD Number: 3153583
Current Firm: Charles Schwab & Company, Inc.
Mark Krogulski (CRD# 3153583) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Seal Beach, CA and has over 16 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.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Fried Asset Management, Inc.
|Charles Schwab & Company, Inc.||Seal Beach, CA||Jan 2016 - Current||< 1|
|Charles Schwab Bank||Seal Beach, CA||Jan 2016 - Current||< 1|
|Rental Property||Scottsdale, AZ||Sep 2014 - Current||2|
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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