Mark
Molenaar

Parsonex Advisory Services, Inc

CRD#4615665
Investment Advisor
in Englewood, CO

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About this Advisor

Mark Molenaar is a financial advisor based in Englewood, Colorado, working with Parsonex Advisory Services, Inc. Mark has previously held positions at Quest Drape, Parsonex Advisory Services, Inc, Parsonex Securities, Inc, and Parsonex Insurance Agency, Inc. Mark has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, California, Indiana, Montana, and Nevada. Currently, Mark is part of Parsonex Advisory Services, Inc, which operates out of Englewood, Colorado. The firm has 3 offices and 5 employees. The firm manages assets totaling $151.6 million and 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, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Parsonex Advisory Services, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees

Office Location

8310 S. Valley Highway Suite 110
Englewood, CO 80112

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Parsonex Advisory Services, Inc Brokerage Details

Total Assets Under Management

$151,613,090

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

5

CO Average: 28
Total Number of Accounts

487

CO Average: 1,101
Average Account Size

$311,321

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Mark Molenaar Work History

2014 - Present (10 years)

Parsonex Advisory Services, Inc

2014 - Present (10 years)

Parsonex Securities, Inc

2014 - 2021 (7 years)

Parsonex Insurance Agency, Inc

2011 - 2014 (3 years)

Quest Drape

Disclosures

Please visit the SEC profile of Mark Molenaar 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 Parsonex Advisory Services, Inc

Brian Bishop
Englewood, CO
Zachary Stewart
Englewood, CO
Brian Neustrom
Englewood, CO
Jose Jimenez
Englewood, CO
Mark Molenaar
Englewood, CO
Adam Drewry
Englewood, CO
Robert Sutton
Englewood, CO
John Mccarthy
Tustin, CA

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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