Jeffrey
Stuckert
Pensionmark Financial Group, LLC
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About this Advisor
Jeffrey Stuckert is a financial advisor based in New Berlin, Wisconsin, working with Pensionmark Financial Group, LLC. Jeffrey has previously held positions at Royal Alliance Associates, Inc, Financial Solutions, LLC, Osaic Wealth, Inc, Pensionmark Financial Group, LLC, and Tfs Securities, Inc. Jeffrey has passed the Series 63 regulatory exam and is registered to provide services in Wisconsin. Currently, Jeffrey is part of Pensionmark Financial Group, LLC, which operates out of New Berlin, Wisconsin. The firm has 59 offices and 324 employees. The firm manages assets totaling $37.8 billion and serves a variety of clients, including charitable organizations and 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, and educational seminars. The fee structure at Pensionmark Financial Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pensionmark Financial Group, LLC Brokerage Details
$37,759,764,327
324
11,973
$3,153,743
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
- Educational seminars/workshops
Jeffrey Stuckert Work History
Tfs Securities, Inc
Pensionmark Financial Group, LLC
Osaic Wealth, Inc
Financial Solutions, LLC
Royal Alliance Associates, Inc
Disclosures
Please visit the SEC profile of Jeffrey Stuckert to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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