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Mark Patzer

Compound Planning

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About Mark Patzer

Mark Patzer is an investment advisor representative at Compound Planning, a firm with offices in Novato, CA and New York, NY. Mark is a licensed investment advisor representative in California and Texas. Mark specializes in providing financial planning and portfolio management services to individuals and businesses. Mark has over 10 years of experience in the financial services industry, previously working with First Allied Securities, Inc. and Independent Financial Group, LLC. Mark is committed to helping clients achieve their financial goals through a personalized approach that takes into account their individual circumstances and risk tolerance.

Firm Information

Mark Patzer is currently registered with Compound Planning. Compound Planning is an investment advisor registered with the SEC and headquartered in NEW YORK, NY. The firm manages approximately $1 billion - $10 billion in assets for individuals and high-net-worth individuals. They offer financial planning, portfolio management, and educational seminars.
Compound Planning

115 BROADWAY

NEW YORK, NY 10006

$1.40B

Assets Under Management

217

Total Clients

55

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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other

Selection of other advisers

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Mark Patzer’s Registration & Firm History

CA

01/09/2025 - Present

Compound Planning (Novato CA)

CA

10/28/2016 - 08/01/2018

FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)

CA

03/04/2016 - 10/26/2016

INDEPENDENT FINANCIAL GROUP, LLC (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 03/22/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/04/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Patzer.
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