Marvin Tjoelker is a CFP-designated registered investment advisor at Lg Financial Services, LLC, based in Bellingham, WA, with 1 years of industry experience. Marvin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
2211 Rimland Drive Suite 422, Bellingham, WA, 98226
Get directionsHistory
Regulatory History
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 Activities
Marvin is a Certified Public Accountant and owner at Larson Gross PLLC, a public accounting and consulting firm, since 1983. He dedicates nearly full-time hours to tax planning, consulting, and financial planning services for the firm's CPA clients, with a few hours per week during securities trading hours.
Employment History
Current Registrations
Lg Financial Services, LLC
State Registrations1 state
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.