Mark W Kooiman
Investment adviser representative at Creative Planning
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$295.6BFirm assets
Are you Mark W Kooiman? Claim your profile
Contact this firm
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
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Creative Planning, LLCApr 2025 to now
- Monterey Private Wealth, Inc.Jan 2017 to Mar 2025
- Michels CommunicationsNov 2013 to Dec 2016
- Charles Schwab BankAug 2012 to Dec 2016
- Charles Schwab & Co., Inc.Aug 2006 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Creative Planning
Legal name: Creative Planning, LLC
$295.6BAssets managed
100,298Clients
1,151Advisers
43 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
- 5213969
- Firm CRD
- 105348