Mark Patzer

Employer firm

Compound Planning, Inc. CRD 171787

$4.85B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 11/2016
  Phase Four Financial Solutions
  San Diego, CA
• 02/2016 → 10/2016
  Independent Financial Group Llc
  San Diego, CA
• 10/2016 → 08/2018
  First Allied Securities, Inc.
  San Diego, CA
• 04/2019 → 05/2020
  Boyd Wealth Management, Llc
  San Diego, CA
• 09/2020 → 09/2024
  Karp Capital Management Corporation
  Sausaito, CA
• 11/2016 → 08/2018
  First Allied Advisory Services, Inc.
  San Diego, CA
• 11/2022 → 09/2024
  Miracle Mile Advisors, Llc
  Novato, CA
• 11/2016 → 09/2018
  Presidio Capital Management Llc
  Del Mar, CA
• 01/2017 → Present
  Visual Display Specialists
  Novato, CA
• 09/2024 → Present
  Compound Planning
  New York, NY

Previous Registrations

• 2022-11-01 → 2024-10-15
  Composition Wealth, Llc
  Sausalito, CA
  Los Angeles, CA
• 2021-03-30 → 2022-12-31
  Karp Capital Management Corporation
  Sausalito, CA
• 2019-05-01 → 2020-06-01
  Boyd Wealth Management, Llc
  Sacramento, CA
• 2016-11-07 → 2018-08-01
  First Allied Advisory Services, Inc.
  San Diego, CA
• 2016-03-23 → 2016-10-26
  Independent Financial Group, Llc
  San Diego, CA

Other Businesses

1) Visual Display Specialists; Non Investment Related; Representative's home address in Novato, CA; CCTV monitor distributor and sales firm; Sales Manager; 01/01/2017; # of hours devoted: 3 hours/Month; Sales and General Management

Exams

• S66 Uniform Combined State Law Examination
  2016-03-22

Other Names

• Mark Patzer
• Mark James Patzer