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AB

Alexander Boemark

ALPHA FINANCIAL NORDIC
Fountain Hills, AZ 85268
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CRD#: 2231807
AB

Professional summary


Alexander Boemark, who also goes by B. Alexander Boemark, Baard A. Boemark, Baard Alexander Boemark, Alex Boemark, is a registered financial advisor currently at ALPHA FINANCIAL NORDIC located in Fountain Hills, Arizona.

Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Alexander has worked at 2 firms and has passed the Series 65, Series 63 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


B. Alexander Boemark | Baard A. Boemark | Baard Alexander Boemark | Alex Boemark

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) 2011-PRESENT: RISING SUN - REAL ESTATE, LLC/NOT INVESTMENT RELATED/SCOTTSDALE, AZ/RENTAL PROPERTY/OWNER/PASSIVE RENTAL INCOME/INVOLVES LESS THAN 10% TIME EACH MONTH OUTSIDE OF TRADITIONAL MARKET HOURS.//(2) 2018-Present: Vikings In America, LLC - Membership Org. Principal, active participation//

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Alexander Boemark's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

May 18, 2015 - Present

ALPHA FINANCIAL NORDIC

Office #1: 16810 E Avenue Of The Fountains, Suite 200 16810, Fountain Hills, AZ 85268
RIA
CRD#: 175450
Fountain Hills, AZ
Past

April 27, 1992 - June 1, 1992

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Arizona
(5/18/2015)

Exams


State Security Law Exam
IAR
Series 65
Date: 4/2/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


AF
ALPHA FINANCIAL NORDIC
ALPHA FINANCIAL NORDIC | RISING SUN FINANCIAL PLANNING LLC | RISING SUN FINANCIAL PLANNING | RISING SUN FINANCIAL ADVISORS | ALPHA FINANCIAL NORDIC LLC

CRD#: 175450 / SEC#:

Arizona
Registered Investment Advisory firm - (5/15/2015 Approved)
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Contact information


Main Address
16810 E Avenue Of The Fountains, Suite 200 16810, Fountain Hills, AZ 85268
Mailing Address
Phone number
(480) 788-7479
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts28
AUM (Assets Under Management)$ 10,000,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ALPHA FINANCIAL NORDIC

CRD#: 175450Fountain Hills, AZ 85268

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