Pensionmark Financial Group, LLC
Pensionmark Financial Group, LLC (CRD# 208512) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $37,759,764,327 in 11,973 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management37,760MILLION
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Total Number of Accounts11,973ACCOUNTS
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Average Account Value$3,153,743
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Christopher Strother (CRD# 5462615) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Denver, CO and has over 15 years of experience in the finance industry.
Jeffrey Stuckert (CRD# 1476419) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in New Berlin, WI and has over 38 years of experience in the finance industry.
Kenneth Stuckert (CRD# 4889984) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in New Berlin, WI and has over 15 years of experience in the finance industry.
Jennifer Tanck (CRD# 4159179) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 18 years of experience in the finance industry.
Melinda Thomas (CRD# 2038974) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 33 years of experience in the finance industry.
Jamie Thomaswong (CRD# 4227452) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 20 years of experience in the finance industry.
Barry Toole (CRD# 3142901) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 25 years of experience in the finance industry.
Noel Trias (CRD# 1942747) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Escondido, CA and has over 33 years of experience in the finance industry.
Scott Ulves (CRD# 2504183) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 29 years of experience in the finance industry.
Mallory Van Leeuwen (CRD# 5202041) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 17 years of experience in the finance industry.