Advisor at AssetMark, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
AssetMark, Inc.
Location
Phoenix, AZ 85012-2426
Credentials
Series 63, Series 65
Industry experience
4 years
Courtney Richars is a financial advisor at AssetMark, Inc. with four years of industry experience. She holds Series 63 and Series 65 licenses. Prior to her current role, she worked in event management and held positions at Fanatics, the Chicago Cubs, Delaware North, and Alliance Residential. AssetMark, Inc. is an SEC-registered investment adviser that provides advisory, consulting, and managed-account services to financial advisors, institutions, and individual clients. The firm manages a multi-billion dollar platform offering model portfolios, individually managed accounts, retirement plan services, and private markets solutions.
Based on AssetMark, Inc.
Based on AssetMark, Inc.
$0 - $250,000: 0.95% Platform Fee $250,001+: 0.25% Platform Fee or lower depending on account size and solution
Account minimum: $25,000
3200 N. Central Avenue, 7th Floor
Phoenix, AZ 85012-2426
Arizona
AssetMark Brokerage, LLC
2020 - Present (6 years)
AssetMark Financial Holdings, Inc.
2019 - Present (7 years)
Independent Contractor, event management
2019 - 2019 (1 year)
Fanatics
2017 - 2019 (2 years)
Chicago Cubs
2017 - 2017 (1 year)
Delaware North
2016 - 2017 (1 year)
Alliance Residential
2016 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, Series 63, Series 66
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Series 63, Series 65
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Series 63, Series 65
Scottsdale, AZ
Karpinski Financial, LLC
Series 65
Scottsdale, AZ
DeGreen Private Wealth, LLC
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