Mark
Perrault
Intergy Private Wealth, LLC
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About this Advisor
Mark Perrault is a certified financial planner based in Colorado Springs, Colorado with 2 years of industry experience. Perrault currently works for Intergy Private Wealth, LLC. Throughout their career, they have worked at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company and Intergy Private Wealth, LLC. Perrault maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to operate in Colorado and Texas. Intergy Private Wealth, LLC is an advisory company operating out of Colorado Springs, CO. It controls $286 million in assets across its 1,950 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 1,950 customer accounts, 19% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Intergy Private Wealth, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees largely depend on which services the firm provides the client. Fee types billed by Intergy Private Wealth, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Intergy Private Wealth, LLC Brokerage Details
$286,422,625
8
1,950
$146,883
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
Mark Perrault Work History
Mark has been registered as a financial advisor for 2 years.*
Intergy Private Wealth, LLC
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services LLC
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mark Perrault 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 Intergy Private Wealth, LLC
Colorado Springs, CO
Colorado Springs, CO
Colorado Springs, CO
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
