Mark Thomas Boyer
Investment adviser representative at Kiley Juergens Wealth Management, LLC
4 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.2BFirm assets
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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
- Pension consulting
Experience
4 years in the industry.
- Kiley Juergens Wealth Management, LLCJun 2014 to now
- Signator Investors, Inc.Dec 2015 to Nov 2018
- Osaic Wealth, IncNov 2015 to Mar 2026
- Signator Financial Services, Inc./signator Investors Inc.Jul 2014 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (AZ, WA).
Kiley Juergens Wealth Management, LLC
$2.2BAssets managed
3,070Clients
6Advisers
17 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
- 5516829
- Firm CRD
- 151088