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Mark Goldfinger

Investment adviser representative at Stonehenge Retirement Planners
15 yearsExperience
4 statesRegistered in
$0Firm assets
3 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.

Other

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Pension consulting
  • Seminars and workshops

Experience

15 years in the industry.

  1. Stonehenge Retirement Planners LLCJan 2018 to now
  2. Mark Goldfinger dba Goldfinger InsuranceMay 2017 to now
  3. Retirement Wealth AdvisorsJan 2016 to Apr 2018
  4. Goldfinger Advisory GroupMay 2011 to Jan 2018

Exams passed

  • Series 66 · Uniform Combined State Law2005
  • Series 63 · Uniform Securities Agent State Law2015

State registrations

Registered as an investment adviser representative in 4 states (AZ, CA, NV, TX).

Stonehenge Retirement Planners

Legal name: Stonehenge Retirement Planners LLC

$0Assets managed
350Clients
1Advisers
3 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
4921926
Firm CRD
292489
Advisor's SEC record (opens in a new tab)
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