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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2020-01-07 |
Branch Locations
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Minnetonka, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Assetmark Brokerage, Llc | Minnetonka | MN | 08/2014 | Present |
| Assetmark Financial Holdings, Inc. | Minnetonka | MN | 08/2014 | Present |
| Ramsey 560, Llc | Hampden | ND | 08/2025 | Present |
| Assetmark, Inc | Minnetonka | MN | 08/2014 | Present |
1) ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 08/2014 - 160 HRS / MONTHLY, SENIOR NATIONAL CONSULTANT OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED. 2) RAMSEY 560, LLC - NOT INVESTMENT-RELATED - IN HAMPDEN, ND - LAND FOR RECREATIONAL USE FOR DUCK HUNTING - PRESIDENT, TREASURER, LLC MEMBER - START DATE 08/2025 - 0 HRS/ MONTHLY - 0 HOURS DURING SECURITY TRADING HOURS - INTERFACING WITH TENANT FARMER TO COMPLAY WITH CRP PROGRAM REQUIREMENTS AND FILE TAXES CORRECTLY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-18 |
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