Mark
Mccomsey

Illumine Investment Management, LLC

CRD#2518224
Investment Advisor
in Poulsbo, WA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Mark Mccomsey is a financial advisor based in Poulsbo, Washington, working with Illumine Investment Management, LLC. Mark has previously held positions at Beverly Hills Wealth Management, LLC, Illumine Investment Management, LLC, and Cs Planning Corp. Mark has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Idaho, Texas, and Washington. Currently, Mark is part of Illumine Investment Management, LLC, which operates out of Poulsbo, Washington. The firm has 4 offices and 5 employees. The firm manages assets totaling $188.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Illumine Investment Management, LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

Poulsbo, WA

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Illumine Investment Management, LLC Brokerage Details

Total Assets Under Management

$188,724,469

Total Number of Employees

5

Total Number of Accounts

289

Average Account Size

$653,026

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Mark Mccomsey Work History

2016 - Present (8 years)

Illumine Investment Management, LLC

2016 - 2021 (5 years)

Cs Planning Corp

2013 - 2016 (3 years)

Beverly Hills Wealth Management, LLC

Disclosures

Please visit the SEC profile of Mark Mccomsey 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 Illumine Investment Management, LLC

Shiyi Zhang
Poulsbo, WA
Mark Mccomsey
Poulsbo, WA
Ivan Jevremovic
Poulsbo, WA
Daniel Borchert
Poulsbo, WA
Lucinda Alden
Poulsbo, WA

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started