Mark Patzer
Investment adviser representative at Compound Planning, Inc.
11 yearsExperience
2 statesRegistered in
$4.8BFirm assets
4 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Compound Planning, Inc.Sep 2024 to now
- Visual Display SpecialistsJan 2017 to now
- Miracle Mile Advisors, LLCNov 2022 to Sep 2024
- Karp Capital Management CorporationSep 2020 to Sep 2024
- Boyd Wealth Management, LLCApr 2019 to May 2020
- Presidio Capital Management LLCNov 2016 to Sep 2018
- First Allied Advisory Services, Inc.Nov 2016 to Aug 2018
- First Allied Securities, Inc.Oct 2016 to Aug 2018
- Phase Four Financial SolutionsSep 2015 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Compound Planning, Inc.
$4.8BAssets managed
13,653Clients
75Advisers
4 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
- 6557000
- Firm CRD
- 171787