Mark Boyer, financial advisor Olympia WA

Mark Boyer

CRD Number: 5516829
Current Firm: Kiley Juergens Wealth Management, LLC

Mark Boyer (CRD# 5516829) is an Investment Advisor Representative working at Kiley Juergens Wealth Management, LLC in Olympia, WA and has over 15 years of experience in the finance industry. Mark Boyer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Osaic Wealth, Inc. Olympia, WA Nov 2018 - Current 5
Kiley Juergens Wealth Management, LLC Olympia, WA Jun 2014 - Current 9
Signator Investors, Inc. Lafayette, CA Dec 2015 - Nov 2018 2
Signator Financial Services, Inc./signator Investors Inc. Olympia, WA Jul 2014 - Nov 2018 4
Cetera Investment Advisers LLC Olympia, WA Jan 2014 - Jun 2014 < 1
Cetera Investment Services LLC St. Cloud, MN Apr 2008 - Jun 2014 6
Twinstar Financial Advisers/primevest Financial Services/cetera Olympia, WA Jan 2008 - Jun 2014 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2008
Contact Info for Mark T. Boyer
Phone Number: 360-350-4747
Firm Website: https://www.kj-wm.com
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    1,622
    MILLIONS
  • Total Number of Accounts
    5,873
    ACCOUNTS
  • Average Account Value
    $276,165
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AZ, CA, CO, FL, ID, LA, MN, MT, OR, TX, WA

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