Goldmark Financial Planners, LLC
Goldmark Financial Planners, LLC (CRD# 154979) is a financial advisory firm headquartered in Salem, OR. They manage $7,000,000 in 60 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management7MILLION
Total Number of Accounts60ACCOUNTS
Average Account Value$116,667
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Wolfgang Sailler (CRD# 2174284) is an Investment Advisor Representative working at Goldmark Financial Planners, LLC in Salem, OR and has over 25 years of experience in the finance industry. Wolfgang Sailler 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.
Joseph Witt (CRD# 6153037) is an Investment Advisor Representative working at Goldmark Financial Planners, LLC in Salem, OR and has over 3 years of experience in the finance industry.