Mark Richard Mogle

Employer firm

Mogle Financial Solutions CRD 340632

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 01/2014 → 09/2016
  Ep Wealth Advisors
  Torrance, CA
• 03/2019 → 12/2019
  Virtue Capital Management, Llc
  Brentwood, TN
• 09/2016 → 06/2018
  Jack Nadel International
  Denver, CO
• 08/2018 → 12/2019
  Legacy Financial
  Littleton, CO
• 01/2020 → 01/2026
  Paller Financial Services
  Centennial, CO
• 02/2026 → Present
  Mogle Financial Solutions Llc
  Littleton, CO

Previous Registrations

• 2020-08-06 → 2026-04-17
  Paller Financial Services, Inc.
  Centennial, CO
• 2019-04-10 → 2020-05-06
  Virtue Capital Management, Llc
  Littleton, CO
  Brentwood, TN
• 2015-01-02 → 2016-09-22
  Ep Wealth Advisors
  Littleton, CO
  Torrance, CA
• 2012-06-25 → 2014-12-31
  Moore Financial Group
  Littleton, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-03-29

Designations

• Certified Financial Planner

Other Names

• Mark R Mogle