Mindy Sue Foulger
Investment adviser representative at Assetmark, Inc.
10 yearsExperience
1 stateRegistered in
$91.8BFirm assets
27 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Assetmark, Inc.Aug 2022 to now
- Assetmark Brokerage, LLCAug 2022 to now
- Assetmark Financial Holdings, Inc.Aug 2022 to now
- Charles Schwab Investment Advisory, Inc.Jan 2020 to Dec 2021
- Charles Schwab & Co., Inc.Mar 2018 to Jul 2022
- Charles Schwab BankMar 2018 to Sep 2018
- Sei Investments Distribution CompanySep 2017 to Mar 2018
- Sei Investments Management CorporationJan 2016 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CO).
Assetmark, Inc.
$91.8BAssets managed
456,452Clients
217Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2641563
- Firm CRD
- 109018