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
Wealthmark
By the Numbers
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Total Assets Under Management11MILLION
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Total Number of Accounts46ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NE
Financial Advisors at Wealthmark
1
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.
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