Unclaimed Profile

Mark Thomas Boyer

KILEY JUERGENS WEALTH MANAGEMENT, LLC·OLYMPIA, Washington

SIE, Series 7, Series 66CFPClean record17 years registeredKILEY JUERGENS WEALTH MANAGEMENT, LLC

2409 PACIFIC AVE SE, OLYMPIA, WA 98501CRD# 5516829Firm CRD# 151088

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark Thomas Boyer · OLYMPIA, WA

Registration

CRD #5516829 · KILEY JUERGENS WEALTH MANAGEMENT, LLC · 17 years registered

Brand Profile

Not yet started

Career History

KILEY JUERGENS WEALTH MANAGEMENT, LLC

Jun 2014 – present

CETERA INVESTMENT ADVISERS LLC

Jan 2014 – Jun 2014

OLYMPIA, WA

CETERA INVESTMENT SERVICES LLC

Dec 2008 – Jan 2014

OLYMPIA, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · December 17, 2008

Years registered · 17

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KILEY JUERGENS WEALTH MANAGEMENT, LLC

CRD 151088 · SEC 801-70467

AUM

$1.6B

Regulatory assets under management

Employees

5,873 client accounts

Services offered by KILEY JUERGENS WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KILEY JUERGENS WEALTH MANAGEMENT, LLC →

Introduction

Speak with Mark

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Mark is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in OLYMPIA?

Browse all registered financial advisors in OLYMPIA, Washington or claim this profile if it's yours.

Browse OLYMPIA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Mark Thomas Boyer offer?

Mark Thomas Boyer specializes in Financial Planning, Investment Management. Contact their office in OLYMPIA, Washington for a consultation.

What are Mark Thomas Boyer's credentials?

Mark Thomas Boyer holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Mark Thomas Boyer located?

Mark Thomas Boyer is based in OLYMPIA, Washington, working with KILEY JUERGENS WEALTH MANAGEMENT, LLC. Their office serves clients in the OLYMPIA metropolitan area and surrounding communities.

How does Mark Thomas Boyer charge for services?

Mark Thomas Boyer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KILEY JUERGENS WEALTH MANAGEMENT, LLC?

KILEY JUERGENS WEALTH MANAGEMENT, LLC has approximately 22 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →