Mark Currier
Advisor at Wipple Creek, LLC
Updated today
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
Wipple Creek, LLC
Location
Vancouver, WA
Credentials
CFP®, Series 63, Series 65
Industry experience
37 years
About
Mark Currier is a CFP® with 37 years of industry experience, currently serving as the sole advisor at Wipple Creek, LLC since 2021. Prior to founding Wipple Creek, he worked at Tenbridge Partners and Kms Financial Services, Inc. Wipple Creek, LLC provides discretionary portfolio management and financial planning to individual and high-net-worth clients, managing approximately $27 million across about 26 accounts. The firm uses long-term strategies based on Modern Portfolio Theory and offers a quarterly subscription newsletter with market views and investment recommendations, a service uncommon among similar independent advisors.
Client services
Based on Wipple Creek, LLC
Financial planning
Portfolio management
Newsletters or periodicals
Expertise
Based on Wipple Creek, LLC
Wealth management
Real estate investing
General retirement planning
College savings (529s, UTMA, etc.)
Fee options
$0 - $3,000,000: 1.00% $3,000,001 - $7,000,000: 0.85% $7,000,001 - And Up: 0.60%
$75 per hour
Included with other advisory services, no additional fee
Location
Vancouver, WA
Most active in
Mark C has reported serving >5 clients in these states in the last 12 months.
Oregon · Texas · Washington
Work history
Wipple Creek, LLC
2021 - Present (5 years)
Tenbridge Partners
2013 - 2021 (8 years)
Kms Financial Services, Inc
2013 - 2016 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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