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Mark Francis Keating

Willow Creek Wealth Management, Inc.

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About Mark Francis Keating

Mark Keating is a financial advisor at Willow Creek Wealth Management, Inc. Mark is a registered Investment Advisor in Texas and has passed the Series 63, Series 65, Series 7 and Series 55 exams. Mark has previously worked at Edward Jones, Wells Fargo Securities, LLC, and W.R. Hambrecht + Co., LLC. Mark specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. Mark is committed to helping clients achieve their financial goals.

Firm Information

Mark Keating is currently registered with Willow Creek Wealth Management, Inc.. Willow Creek Wealth Management, Inc. is an investment advisor registered with the SEC headquartered in Sebastopol, CA. The firm provides financial planning, portfolio management for individuals and businesses, and educational seminars. Willow Creek Wealth Management, Inc. manages approximately $1.71 billion in assets for 2,760 clients, including high-net-worth individuals, charitable organizations, corporations, and pension plans.
Willow Creek Wealth Management, Inc.

825 GRAVENSTEIN HWY. N.

SEBASTOPOL, CA 95472

$1.71B

Assets Under Management

2

Total Clients

10

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Mark Keating’s Registration & Firm History

CA

10/22/2018 - Present

Willow Creek Wealth Management, Inc. (SEBASTOPOL CA)

MO

11/15/2005 - 12/09/2005

EDWARD JONES (ST. LOUIS MO)

CA

02/08/2002 - 08/18/2005

WELLS FARGO SECURITIES, LLC (SAN FRANCISCO CA)

CA

11/21/2001 - 01/10/2002

W.R. HAMBRECHT + CO., LLC (SAN FRANCISCO CA)

CA

09/28/2000 - 07/23/2001

W.R. HAMBRECHT + CO., LLC (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 02/25/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/20/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/07/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 09/27/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Francis Keating.
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