Pensionmark Financial Group, LLC

Pensionmark Financial Group, LLC (CRD# 208512) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $26,622,603,339 in 7,380 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    26,623
    MILLION
  • Total Number of Accounts
    7,380
    ACCOUNTS
  • Average Account Value
    $3,607,399
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
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Pensionmark Financial Group, LLC
Showing 31 - 40 of 163 top financial advisors.
31
Windy L. Fino
CRD#: 6124090
24 E. Cota Street, Suite 200, Santa Barbara, CA 93101

Windy Fino (CRD# 6124090) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 7 years of experience in the finance industry.

32
Mary M. Francisco
CRD#: 1832319
24 E. Cota Street, Suite 200, Santa Barbara, CA 93101

Mary Francisco (CRD# 1832319) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 21 years of experience in the finance industry.

33
Sarah A. Fullerton
CRD#: 6452906
4582 S Ulster St. Suite 600, Denver, CO 80237

Sarah Fullerton (CRD# 6452906) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Denver, CO and has over 8 years of experience in the finance industry.

34
Ryan D. Gensicke
CRD#: 5681407
18872 Mac Arthur Blvd., Suite 410, Irvine, CA 92614

Ryan Gensicke (CRD# 5681407) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Irvine, CA and has over 14 years of experience in the finance industry.

35
Erik E. Gotrik
CRD#: 6326113
Madison, WI

Erik Gotrik (CRD# 6326113) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Madison, WI and has over 9 years of experience in the finance industry.

36
William E. Hagebusch
CRD#: 3111874
24 E. Cota Street, Suite 200, Santa Barbara, CA 93101

William Hagebusch (CRD# 3111874) 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.

37
Brian W. Halbert
CRD#: 5164875
19243 Fm2252, Ste 300, Garden Ridge, TX 78266

Brian Halbert (CRD# 5164875) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Garden Ridge, TX and has over 9 years of experience in the finance industry.

38
Troy G. Hammond
CRD#: 2254232
24 E. Cota Street, Suite 200, Santa Barbara, CA 93101

Troy Hammond (CRD# 2254232) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 31 years of experience in the finance industry.

39
Fred Hamsayeh
CRD#: 2903522
7455 Arroyo Crossing Pkwy. Suite 200, Las Vegas, NV 89113

Fred Hamsayeh (CRD# 2903522) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Las Vegas, NV and has over 22 years of experience in the finance industry.

40
Christopher B. Harless
CRD#: 5362525
24 E. Cota Street, Suite 200, Santa Barbara, CA 93101

Christopher Harless (CRD# 5362525) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 16 years of experience in the finance industry.

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