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Mark Joseph Kralj

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.·PORTLAND, Oregon
Clean record36 years registeredFERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
888 SW 5TH AVE STE 1200, PORTLAND, OR 97204CRD# 4332414Firm CRD# 104692

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Joseph Kralj · PORTLAND, OR
Registration
CRD #4332414 · FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. · 36 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
Jan 1990Mar 2021
PORTLAND, OR
02

Registrations & Exams

Registration record
First registered · January 2, 1990
Years registered · 36
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
CRD 104692 · SEC 801-11188
AUM
$8.4B
Regulatory assets under management
Employees
60
4,068 client accounts
Services offered by FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Mark Joseph Kralj offer?
Mark Joseph Kralj specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.
What are Mark Joseph Kralj's credentials?
Mark Joseph Kralj is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Joseph Kralj located?
Mark Joseph Kralj is based in PORTLAND, Oregon, last registered with FERGUSON WELLMAN CAPITAL MANAGEMENT, INC..
How does Mark Joseph Kralj charge for services?
Mark Joseph Kralj's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.?
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. has approximately 60 employees and manages $8.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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