Mark Goaslind, financial advisor West Jordon UT

Mark Goaslind

CRD Number: 5724991
Current Firm: First Advisors National, LLC

Mark Goaslind (CRD# 5724991) is an Investment Advisor Representative working at First Advisors National, LLC in West Jordon, UT and has over 13 years of experience in the finance industry.

Company Name Location Dates Years
Ohio National Financial Services Cincinnati, OH Jul 2010 - Current 13
Springwater Capital, LLC Heber City, UT Dec 2009 - Current 14
American United Life Orem, UT Sep 2009 - Current 14
The O.n. Equity Sales Company Cincinnati, OH Oct 2011 - May 2023 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2023
S63 Uniform Securities State Law Examination Oct 2010
Contact Info for Mark Goaslind
Phone Number: 1-855-326-7427
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    448
    MILLIONS
  • Total Number of Accounts
    4,892
    ACCOUNTS
  • Average Account Value
    $91,633
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, HI, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.