Alex Boemark, financial advisor Fountain Hills AZ

Alex Boemark

CRD Number: 2231807
Current Firm: Alpha Financial Nordic
Compensation Model: Fee Only

Alex Boemark (CRD# 2231807) is the owner of Rising Sun Financial Advisors in Scottsdale, AZ and has over 27 years of experience in the finance industry.

 

Rising Sun is a pure Fiduciary. All our advisors are licenced and insured and will provide you unsurpassed financial performance. 

 

Minimum Investments required: $200,000.

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Company Name Location Dates Years
Rising Sun Financial Planning LLC Scottsdale, AZ Apr 2015 - Current 8
Atmi, Inc./entegris, Inc. Tempe, AZ Apr 2007 - May 2015 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1992
S65 NASAA Investment Advisors Law Examination Apr 2015
Contact Info for Alex Boemark
By the Numbers
  • Total Assets Under Management
    7
    MILLIONS
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $269,231
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ

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