Mark
Peetz
Kingswood Wealth Advisors, LLC
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About this Advisor
Mark Peetz is a financial advisor based in Campbell, California, working with Kingswood Wealth Advisors, LLC. Mark has previously held positions at Silicon Valley Securities, Inc, Cantella & Co., Inc, Kingswood Capital Partners, LLC, and Kingswood Wealth Advisors, LLC. Mark has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Alaska, California, Colorado, Connecticut, Idaho, Kansas, Michigan, Minnesota, Montana, Nevada, South Carolina, Texas, Virginia, and Washington. Currently, Mark is part of Kingswood Wealth Advisors, LLC, which operates out of Campbell, California. The firm has 43 offices and 80 employees. The firm manages assets totaling $1.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Kingswood Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kingswood Wealth Advisors, LLC Brokerage Details
$1,042,935,953
80
4,527
$230,381
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Mark Peetz Work History
Kingswood Capital Partners, LLC
Kingswood Wealth Advisors, LLC
Cantella & Co., Inc
Silicon Valley Securities, Inc
Disclosures
Please visit the SEC profile of Mark Peetz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kingswood Wealth Advisors, LLC
Manhattan Beach, CA
American Fork, UT
San Diego, CA
Fullerton, CA
Henderson, NV
San Diego, CA
San Diego, CA
San Diego, CA
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