Mra Associates

Mra Associates (CRD# 152734) is a financial advisory firm headquartered in Phoenix, AZ. They manage $2,364,939,013 in 1,577 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,365
    MILLION
  • Total Number of Accounts
    1,577
    ACCOUNTS
  • Average Account Value
    $1,499,644
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, NH, NV, NY, TX, UT, WA

Financial Advisors at Mra Associates
Showing 1 - 10 of 20 top financial advisors.
1
Russell J. Bucklew
CRD#: 2567074
3200 E. Camelback Road, #300, Phoenix, AZ 85018
96
Wealthminder
score

Russell Bucklew (CRD# 2567074) is an Investment Advisor Representative working at Mra Associates in Phoenix, AZ and has over 21 years of experience in the finance industry. Russell Bucklew 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.

2
Christina S. Burroughs
CRD#: 4573436
3200 E. Camelback Road, #300, Phoenix, AZ 85018
96
Wealthminder
score

Christina Burroughs (CRD# 4573436) is an Investment Advisor Representative working at Mra Associates in Phoenix, AZ and has over 14 years of experience in the finance industry. Christina Burroughs 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.

3
Nathan F. Erickson
CRD#: 5522951
3200 E. Camelback Road, #300, Phoenix, AZ 85018
96
Wealthminder
score

Nathan Erickson (CRD# 5522951) is an Investment Advisor Representative working at Mra Associates in Phoenix, AZ and has over 8 years of experience in the finance industry.

4
Mark D. Feldman
CRD#: 2557242
3200 E. Camelback Road, #300, Phoenix, AZ 85018
96
Wealthminder
score

Mark Feldman (CRD# 2557242) is an Investment Advisor Representative working at Mra Associates in Phoenix, AZ and has over 22 years of experience in the finance industry. Mark Feldman 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.

5
William J. Froelich
CRD#: 5748864
3200 E. Camelback Road, #300, Phoenix, AZ 85018
96
Wealthminder
score

William Froelich (CRD# 5748864) is an Investment Advisor Representative working at Mra Associates in Phoenix, AZ and has over 6 years of experience in the finance industry.

6
Mary Ann Hennelly-Favata
CRD#: 4690843
3200 E. Camelback Road, #300, Phoenix, AZ 85018
96
Wealthminder
score

Mary Ann Hennelly-Favata (CRD# 4690843) is an Investment Advisor Representative working at Mra Associates in Phoenix, AZ and has over 13 years of experience in the finance industry. Mary Ann Hennelly-Favata 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.

7
Evan D. Judge
CRD#: 5229942
3200 E. Camelback Road, #300, Phoenix, AZ 85018
96
Wealthminder
score

Evan Judge (CRD# 5229942) is an Investment Advisor Representative working at Mra Associates in Phoenix, AZ and has over 9 years of experience in the finance industry. Evan Judge 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.

8
Katie L. Stuyvenberg
CRD#: 5787680
3200 E. Camelback Road, #300, Phoenix, AZ 85018
96
Wealthminder
score

Katie Stuyvenberg (CRD# 5787680) is an Investment Advisor Representative working at Mra Associates in Phoenix, AZ and has over 6 years of experience in the finance industry. Katie Stuyvenberg 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.

9
Matthew G. Walker
CRD#: 6040760
3200 E. Camelback Road, #300, Phoenix, AZ 85018
95
Wealthminder
score

Matthew Walker (CRD# 6040760) is an Investment Advisor Representative working at Mra Associates in Phoenix, AZ and has over 4 years of experience in the finance industry.

10
Eric S. Ensign
CRD#: 5757150
3200 E. Camelback Road, #300, Phoenix, AZ 85018
93
Wealthminder
score

Eric Ensign (CRD# 5757150) is an Investment Advisor Representative working at Mra Associates in Phoenix, AZ and has over 6 years of experience in the finance industry.

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