AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
MB

Mark T. Boyer

KILEY JUERGENS WEALTH MANAGEMENT
Olympia, WA 98501
Some features on this profile are disabled
CRD#: 5516829
MB

Professional summary

Mark Thomas Boyer, CFP® is a registered financial advisor currently at KILEY JUERGENS WEALTH MANAGEMENT, LLC located in Olympia, Washington and OSAIC WEALTH, INC. located in Olympia, Washington.

Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Mark has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Thomas Boyer's CRS (Customer Relationship Summary).
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®
CFP®

Certified Financial Planner

Start date: 2011

Experience

Current

June 23, 2014 - Present

KILEY JUERGENS WEALTH MANAGEMENT, LLC

Office #1: 2409 Pacific Ave Se, Olympia, WA 98501
RIA
CRD#: 151088
Olympia, WA
Current

November 2, 2018 - Present

OSAIC WEALTH, INC.

Office #1: 2409 Pacific Avenue, Se, Olympia, WA 98501
RIA
BD
CRD#: 23131
Olympia, WA
Past

December 28, 2015 - November 2, 2018

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
OLYMPIA, WA
Past

July 1, 2014 - December 28, 2015

SIGNATOR FINANCIAL SERVICES, INC.

BD
CRD#: 19061
OLYMPIA, WA
Past

January 21, 2014 - June 23, 2014

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
OLYMPIA, WA
Past

December 17, 2008 - January 21, 2014

CETERA INVESTMENT SERVICES LLC

RIA
CRD#: 15340
OLYMPIA, WA
Past

April 23, 2008 - June 23, 2014

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
OLYMPIA, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KJ
KILEY JUERGENS WEALTH MANAGEMENT, LLC
KILEY JUERGENS WEALTH MANAGEMENT | KJWM LLC | KILEY JUERGENS WEALTH MANAGEMENT, LLC

CRD#: 151088 / SEC#: 801-70467

RIA
Registered Investment Advisory firm - (8/27/2009 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Texas
(7/29/2021)
IAR
Washington
(6/23/2014)
RR
Washington
(11/2/2018)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/7/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/21/2008
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

KJ
KILEY JUERGENS WEALTH MANAGEMENT, LLC
KILEY JUERGENS WEALTH MANAGEMENT | KJWM LLC | KILEY JUERGENS WEALTH MANAGEMENT, LLC

CRD#: 151088 / SEC#: 801-70467

RIA
Registered Investment Advisory firm - (8/27/2009 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
2409 Pacific Ave Se, Olympia, WA 98501
Mailing Address
Phone number
(360) 350-4747
Established
Firm type
Fiscal year end
# of Employees
26

SEC notice filing (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KILEY JUERGENS WEALTH MANAGEMENT ADV BROCHURE (9/18/2025)

Regulatory assets under management

Total Number of Accounts6,242
AUM (Assets Under Management)$ 1,872,363,667

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

KILEY JUERGENS WEALTH MANAGEMENT, LLC

CRD#: 151088Olympia, WA 98501

TRUST BUT VERIFY

Monitor Mark Boyer

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Spencer Carpenter Iv
Spencer Carpenter IvAdvisorCheck Check Mark
TRUIST ADVISORY SERVICES, INC.
IAR
RR
WEST PALM BEACH, FL
HP
Harshavardhan PakhalAdvisorCheck Check Mark
BOFA SECURITIES, INC.
PR
NEW YORK, NY
Matt Louis Montgomery
Matt MontgomeryAdvisorCheck Check Mark
MATT MONTGOMERY
IAR
RR
Jacksonville, TX
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.