Pensionmark Financial Group, LLC

Pensionmark Financial Group, LLC (CRD# 208512) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $8,080,361,159 in 2,545 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    8,080
    MILLION
  • Total Number of Accounts
    2,545
    ACCOUNTS
  • Average Account Value
    $3,174,995
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

AR, AZ, CA, CO, CT, FL, GA, HI, ID, IN, MD, ME, MN, MO, MT, NJ, NV, NY, OH, OK, PA, TN, TX, UT, VA

Financial Advisors at Pensionmark Financial Group, LLC
Showing 1 - 10 of 65 top financial advisors.
1
Gary W. Jurney
CRD#: 1317250
16545 Village Dr Building B, Jersey Village, TX 77040
96
Wealthminder
score

Gary Jurney (CRD# 1317250) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Jersey Village, TX and has over 32 years of experience in the finance industry.

2
William C. Kendall
CRD#: 4623401
5305 Village Parkway Ste 5, Rogers, AR 72758
96
Wealthminder
score

William Kendall (CRD# 4623401) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Rogers, AR and has over 13 years of experience in the finance industry.

3
James D. Moyes
CRD#: 5135222
149 N 1200 E Ste D, Lehi, UT 84043
96
Wealthminder
score

James Moyes (CRD# 5135222) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Lehi, UT and has over 10 years of experience in the finance industry. James Moyes 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.

4
Robert E. Recchia
CRD#: 801806
13475 Danielson Street, Poway, CA 92064
96
Wealthminder
score

Robert Recchia (CRD# 801806) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Poway, CA and has over 21 years of experience in the finance industry.

5
Christopher K. Schneeman
CRD#: 1471731
345 St Peter St, # 2040, Saint Paul, MN 55102
96
Wealthminder
score

Christopher Schneeman (CRD# 1471731) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Saint Paul, MN and has over 30 years of experience in the finance industry.

6
Joseph A. Stack
CRD#: 2327449
10440 N. Central Expressway, Suite 800, Dallas, TX 75231
96
Wealthminder
score

Joseph Stack (CRD# 2327449) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Dallas, TX and has over 22 years of experience in the finance industry. Joseph Stack 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
Colby R. Stringham
CRD#: 5225023
Gilbert, AZ
96
Wealthminder
score

Colby Stringham (CRD# 5225023) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Gilbert, AZ and has over 9 years of experience in the finance industry.

8
Anthony J. Black
CRD#: 5043431
345 St Peter St, # 2040, Saint Paul, MN 55102
93
Wealthminder
score

Anthony Black (CRD# 5043431) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Saint Paul, MN and has over 11 years of experience in the finance industry.

9
Jeanine M. Blackman
CRD#: 4051920
Suwanee, GA
93
Wealthminder
score

Jeanine Blackman (CRD# 4051920) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Suwanee, GA and has over 16 years of experience in the finance industry.

10
Kevin D. Buckley
CRD#: 2530103
115 Vip Drive, Suite 120, Wexford, PA 15090
93
Wealthminder
score

Kevin Buckley (CRD# 2530103) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Wexford, PA and has over 12 years of experience in the finance industry.

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