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Markus Tanner Boyer

Boyer Financial Services, Inc.

Newport Beach, CA

CRD 7175525

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Employer firm

Boyer Financial Services, Inc. CRD 331868

$167M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Boyer Financial Services, Inc.

4063 Birch St. Suite 150, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-04
  • CA RA
    APPROVED
    Since 2026-04-04

Branch Locations

4063 Birch St. Suite 150, Newport Beach, CA 92660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ucla Los Angeles CA 01/2016 01/2017
Fresno State Fresno CA 01/2017 01/2019
Oc Fasttwitch Fountain Valley CA 01/2019 01/2020
Lpl Financial Huntington Beach CA 09/2019 12/2020
Thiesen Dueker Financial Consulting Group Fresno CA 04/2018 07/2018
Boyer Financial Services Huntington Beach CA 01/2020 05/2020
Boyer Financial Services, Inc. Newport Beach CA 10/2025 Present
Solar Energy Partners Newport Beach CA 01/2021 12/2021
Athlete Management Los Angeles CA 12/2021 03/2026
  • 01/2016 → 01/2017
    Ucla
    Los Angeles, CA
  • 01/2017 → 01/2019
    Fresno State
    Fresno, CA
  • 01/2019 → 01/2020
    Oc Fasttwitch
    Fountain Valley, CA
  • 09/2019 → 12/2020
    Lpl Financial
    Huntington Beach, CA
  • 04/2018 → 07/2018
    Thiesen Dueker Financial Consulting Group
    Fresno, CA
  • 01/2020 → 05/2020
    Boyer Financial Services
    Huntington Beach, CA
  • 10/2025 → Present
    Newport Beach, CA
  • 01/2021 → 12/2021
    Solar Energy Partners
    Newport Beach, CA
  • 12/2021 → 03/2026
    Athlete Management
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-03
  • S65 Uniform Investment Adviser Law Examination
    2026-04-03
Other Names
  • Markus Boyer

View on SEC IAPD

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