Markus Tanner Boyer
Investment adviser representative at Boyer Financial Services, Inc.
10 yearsExperience
1 stateRegistered in
$167MFirm assets
2 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 assets
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
10 years in the industry.
- Boyer Financial Services, Inc.Oct 2025 to now
- Athlete ManagementDec 2021 to Mar 2026
- Solar Energy PartnersJan 2021 to Dec 2021
- Boyer Financial ServicesJan 2020 to May 2020
- LPL FinancialSep 2019 to Dec 2020
- Oc FasttwitchJan 2019 to Jan 2020
- Thiesen Dueker Financial Consulting GroupApr 2018 to Jul 2018
- Fresno StateJan 2017 to Jan 2019
- UclaJan 2016 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
Boyer Financial Services, Inc.
$167MAssets managed
226Clients
4Advisers
2 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
- 7175525
- Firm CRD
- 331868