Goldmark Financial Planners, LLC
Goldmark Financial Planners, LLC (CRD# 154979) is a financial advisory firm headquartered in Salem, OR. They manage $5,750,000 in 40 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Goldmark Financial Planners, LLC
By the Numbers
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Total Assets Under Management6MILLION
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Total Number of Accounts40ACCOUNTS
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Average Account Value$143,750
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OR
Financial Advisors at Goldmark Financial Planners, LLC
1
Wolfgang Sailler (CRD# 2174284) is an Investment Advisor Representative working at Goldmark Financial Planners, LLC in Salem, OR and has over 32 years of experience in the finance industry.
2
Joseph Witt (CRD# 6153037) is an Investment Advisor Representative working at Goldmark Financial Planners, LLC in Salem, OR and has over 11 years of experience in the finance industry.
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