Mark Hoemann is a CFP-designated registered investment advisor, based in Bellingham, WA, with 37 years of industry experience.
Location
170 45th Street, Bellingham, WA, 98229
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark is the president of Cascadia Financial Group Inc. and spends about a quarter of his time on sales of life, health, and disability insurance products.
Employment History
Current Registrations
On Investment Management CO
March 2018 - Present · 8 yrs 6 mos
The O.N. Equity Sales Company
March 2018 - Present · 8 yrs 6 mos
The O.N. Equity Sales CompanyBroker
March 2018 - Present · 8 yrs 6 mos
Previous Registrations
Independent Financial Group, LLCBroker
February 2008 - February 2018 · 10 yrs
Independent Financial Group, LLC
February 2008 - February 2018 · 10 yrs
1717 Capital Management Company
July 1996 - February 2008 · 11 yrs 7 mos
1717 Capital Management CompanyBroker
May 1992 - February 2008 · 15 yrs 9 mos
Main Street Management CompanyBroker
May 1991 - May 1992 · 1 yr
Waddell & Reed, INC.Broker
April 1989 - May 1991 · 2 yrs 1 mo
Ffp Securities, INC.Broker
January 1989 - February 1989 · 1 mo
State Registrations5 states
IDMONVORWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.