Mark
Mogle

Paller Financial Services, Inc

CRD#5653613
Investment Advisor
in Englewood, CO

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About this Advisor

Mark Mogle is a financial advisor based in Englewood, Colorado, working with Paller Financial Services, Inc. Mark has previously held positions at Moore Financial Group, Ep Wealth Advisors, Virtue Capital Management, LLC, Jack Nadel International, and Legacy Financial. Mark has passed the Series 65 regulatory exam and is registered to provide services in Colorado. Currently, Mark is part of Paller Financial Services, Inc, which operates out of Englewood, Colorado. The firm has 6 employees and manages assets totaling $126.0 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Paller Financial Services, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

9000 E Nichols Avenue #120
Englewood, CO 80112

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Paller Financial Services, Inc Brokerage Details

Total Assets Under Management

$126,000,000

CO Average: $2,349,664,866
Total Number of Employees

6

CO Average: 28
Total Number of Accounts

410

CO Average: 1,101
Average Account Size

$307,317

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Mark Mogle Work History

2019 - Present (6 years)

Virtue Capital Management, LLC

2018 - Present (7 years)

Legacy Financial

2016 - 2018 (2 years)

Jack Nadel International

2014 - 2016 (2 years)

Ep Wealth Advisors

2011 - 2014 (3 years)

Moore Finacial Group

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Disclosures

Please visit the SEC profile of Mark Mogle 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 Paller Financial Services, Inc

Mark Mogle
Englewood, CO
Mark Paller
Englewood, CO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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