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Mara Tebben

Assetmark, Inc.

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About Mara Tebben

Mara Tebben is a financial advisor with over 15 years of experience in the industry. Mara currently works at Assetmark, Inc., based in Concord, CA. She is registered as an Investment Advisor Representative with the state of Ohio. Prior to her current position, Mara held roles at Capital Brokerage Corporation and Nationwide Securities, LLC. She holds the Series 66, Series 7 and SIE licenses. Her experience includes working with high net worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high net worth.

Firm Information

Mara Tebben is currently registered with Assetmark, Inc.. Assetmark, Inc. is a Concord, CA-based investment advisor with approximately $1 billion - $10 billion in assets under management. The firm provides portfolio management for individuals, investment companies, and pension plans, as well as selection of other advisors and pension consulting. Assetmark serves a wide range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, pension and profit-sharing plans, and investment companies. They also offer wrap fee program participation.
Assetmark, Inc.

1655 GRANT STREET

CONCORD, CA 94520-2445

$65.62B

Assets Under Management

91,910

Total Clients

166

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mara Tebben’s Registration & Firm History

CA

01/08/2021 - Present

Assetmark, Inc. (CONCORD CA)

VA

12/03/2013 - 08/15/2014

CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)

VA

01/05/2012 - 11/20/2013

CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)

OH

03/02/2009 - 11/28/2011

NATIONWIDE SECURITIES, LLC (DUBLIN OH)

OH

01/01/2007 - 03/03/2009

AMERIPRISE FINANCIAL SERVICES, INC. (WORTHINGTON OH)

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Licenses & Designations

BOTH

Issued 04/27/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mara Tebben.
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