MQ
CFP
MQ
CFP

Mark Quenneville

33 Years of Experience
Renton, WA
BrokerSells Insurance

Mark Quenneville is a CFP-designated registered investment advisor at VALIC Financial Advisors, INC., based in Renton, WA, with 33 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1277 advisors
IM Fee
Planning only
Assets Under Management
$26.4B

Fee Structure

  • Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
  • Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
  • The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
One-Time Plan:Up to $5,000
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Location

451 SW 10th Street, Suite 101, Renton, WA, 98057

Get directions

History

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.

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Other Business ActivitiesSells Insurance

Mark is an agent for AGIA, selling non-securities insurance products. This takes a few hours per week.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
February 2001 - Present · 25 yrs 3 mos
VALIC Financial Advisors, INC.Broker
March 2000 - Present · 26 yrs 2 mos
Previous Registrations
The Variable Annuity Marketing CompanyBroker
March 2000 - December 2001 · 1 yr 9 mos
Aon Securities CorporationBroker
November 1998 - June 2000 · 1 yr 7 mos
Godwins Securities, INC.Broker
January 1995 - December 1998 · 3 yrs 11 mos
Investors Brokerage Services, INC.Broker
August 1992 - January 1995 · 2 yrs 5 mos
State Registrations2 states
NVWA
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.
Mark Quenneville - Financial Advisor | TrueAdvisor