Cardinal Planning Group, Inc.
Cardinal Planning Group, Inc. (CRD# 165791) is a financial advisory firm headquartered in Lakewood, CO. They manage $402,500 in 4 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts4ACCOUNTS
Average Account Value$100,625
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Mark Boatright (CRD# 1212499) is an Investment Advisor Representative working at Cardinal Planning Group, Inc. in Lakewood, CO and has over 33 years of experience in the finance industry. Mark Boatright 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.