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Mark Thomas Boyer

Kiley Juergens Wealth Management, LLC

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About Mark Thomas Boyer

Mark Boyer is a financial advisor with over 15 years of experience in the industry. Mark is currently registered with the state of Washington and Texas as a Registered Representative and Investment Advisor Representative. Mark is a Certified Financial Planner and is currently affiliated with Kiley Juergens Wealth Management, LLC. Prior to joining Kiley Juergens Wealth Management, LLC, Mark was affiliated with Signator Financial Services, Inc., Signator Investors, Inc. and Cetera Investment Services LLC.

Firm Information

Mark Boyer is currently registered with Kiley Juergens Wealth Management, LLC. Kiley Juergens Wealth Management, LLC is a registered investment advisor with the SEC, headquartered in Olympia, Washington. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth. The firm has approximately $1.6 billion in regulatory assets under management and 5,873 client accounts.
Kiley Juergens Wealth Management, LLC

2409 PACIFIC AVE SE

OLYMPIA, WA 98501

$1.62B

Assets Under Management

Not reported

Total Clients

6

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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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.

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 Boyer’s Registration & Firm History

WA

06/23/2014 - Present

Kiley Juergens Wealth Management, LLC (OLYMPIA WA)

WA

12/28/2015 - 11/02/2018

SIGNATOR INVESTORS, INC. (OLYMPIA WA)

WA

07/01/2014 - 12/28/2015

SIGNATOR FINANCIAL SERVICES, INC. (OLYMPIA WA)

WA

04/23/2008 - 06/23/2014

CETERA INVESTMENT SERVICES LLC (OLYMPIA WA)

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Licenses & Designations

BOTH

Issued 07/07/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/21/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Thomas Boyer.
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