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Mark Salzinger

Allworth Financial, L.P.

Folsom, CA

Indianapolis, IN

CRD 2440005

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Employer firm

Allworth Financial, L.p. CRD 111167

$33.6B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Allworth Financial, L.P.

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-05-30
  • IN RA
    APPROVED
    Since 2025-05-30

Branch Locations

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

8801 River Crossing Blvd Suite 100, Indianapolis, IN 46240 • 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
The No-Load Fund Investor, Llc Marietta GA 08/2022 09/2023
Salzinger Sheaff Brock Indianapolis IN 04/2009 06/2025
Allworth Financial Indianapolis IN 05/2025 Present
  • 08/2022 → 09/2023
    The No-Load Fund Investor, Llc
    Marietta, GA
  • 04/2009 → 06/2025
    Salzinger Sheaff Brock
    Indianapolis, IN
  • 05/2025 → Present
    Allworth Financial
    Indianapolis, IN
Previous Registrations
  • 2006-06-05 → 2025-06-26
    Salzinger Sheaff Brock, Llc
    Indianapolis, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-06-03
  • S65 Uniform Investment Adviser Law Examination
    2006-06-03
Other Names
  • Mark Alan Salzinger

View on SEC IAPD

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