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).
-
Total Assets Under Management37,760MILLION
-
Total Number of Accounts11,973ACCOUNTS
-
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
Tom Hessler (CRD# 2500618) 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.
James Holly (CRD# 850144) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Laguna Niguel, CA and has over 10 years of experience in the finance industry.
Harold Holtman (CRD# 5184844) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Garden Ridge, TX and has over 16 years of experience in the finance industry.
Shelly Horwitz (CRD# 4101551) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Johns Creek, GA and has over 23 years of experience in the finance industry.
Claire Jackson (CRD# 4956528) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Auburn, ME and has over 17 years of experience in the finance industry.
Ann Johnson (CRD# 2884544) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Clearwater, FL and has over 15 years of experience in the finance industry.
Tracie Karr (CRD# 4578621) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Rogers, AR and has over 21 years of experience in the finance industry.
William Kendall (CRD# 4623401) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Rogers, AR and has over 21 years of experience in the finance industry.
William Kenton (CRD# 1954205) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Waukesha, WI and has over 21 years of experience in the finance industry.
Martin Kerns (CRD# 5437017) 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.