Marck Zuehlsdorff
Investment adviser representative at Allpoint Financial Group
16 yearsExperience
2 statesRegistered in
$116.8MFirm assets
Under 1 yearFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Allpoint Financial GroupApr 2023 to now
- LPL Financial LLCApr 2023 to now
- Edward JonesApr 2019 to Apr 2023
- Bank of MarinMar 2010 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Allpoint Financial Group
Legal name: Allpoint Financial Group LLC
$116.8MAssets managed
431Clients
4Advisers
Under 1 yearIn 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
- 4673727
- Firm CRD
- 301028