Wealthmark

Wealthmark (CRD# 283600) is a financial advisory firm headquartered in , . They manage $11,011,741 in 46 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://wealthmarkplanning.com
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    46
    ACCOUNTS
  • Average Account Value
    $239,386
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NE

Financial Advisors at Wealthmark
Showing 1 - 1 of 1 top financial advisors.
1
Thomas Maher, financial advisor Papillion NE
Thomas J. Maher
CRD#: 5832410
Papillion, NE

Thomas Maher (CRD# 5832410) is an Investment Advisor Representative working at Wealthmark in Papillion, NE and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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