Mark
Guenard
Saling, Simms, Associates Inc
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About this Advisor
Mark Guenard is a financial advisor based in Columbus, Ohio, working with Saling, Simms, Associates Inc. Mark has previously held positions at Alps Fund Services, Steward Partners Investment Solutions, LLC, Steward Partners Investment Advisory, LLC, Steward Partners Global Advisory, LLC, Saling, Simms, Associates, Inc, Columbia Management Investment Distributors Inc, and Lincoln Douglas Investments, LLC. Mark has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Ohio, Texas, and Virginia. Currently, Mark is part of Saling, Simms, Associates Inc, which operates out of Columbus, Ohio. The firm has 6 employees and manages assets totaling $296.7 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, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Saling, Simms, Associates Inc includes asset-based, hourly, fixed, and other fees.
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Saling, Simms, Associates Inc Brokerage Details
$296,736,928
6
1,152
$257,584
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Mark Guenard Work History
Steward Partners Investment Solutions, LLC
Steward Partners Investment Advisory, LLC
Steward Partners Global Advisory, LLC
Saling, Simms, Associates, Inc
Lincoln Douglas Investments, LLC
Columbia Management Investment Distributors Inc
Alps Fund Services
Disclosures
Please visit the SEC profile of Mark Guenard 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 Saling, Simms, Associates Inc
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
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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