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Mark Goaslind

MARTINSEN WEALTH MANAGEMENT
TEMPE, AZ
·CRD# 5724991·16 years registered

Professional Summary

Mark Goaslind is a registered financial advisor currently at MARTINSEN WEALTH MANAGEMENT located in Tempe, Arizona. Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Mark has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

16 years registered in the securities industry

Current & Past Employments

Current

MARTINSEN WEALTH MANAGEMENTCurrent·CRD# 332433
RIA
7855 S. River Parkway Suite 201, Tempe, AZ 85284
January 30, 2025 - Present

Past

MARTINSEN WEALTH MANAGEMENTPast·CRD# 332433
RIA
Tucson, AZ
October 1, 2024 - December 31, 2024
FIRST ADVISORS NATIONAL, LLCPast·CRD# 166212
RIA
West Jordon, UT
June 2, 2023 - October 1, 2024
THE O.N. EQUITY SALES COMPANYPast·CRD# 2936
BD
West Jordan, UT
January 2, 2013 - December 31, 2015
THE O.N. EQUITY SALES COMPANYPast·CRD# 2936
BD
Erda, UT
October 31, 2011 - December 31, 2012
ONEAMERICA SECURITIES, INC.Past·CRD# 4173
BD
Orem, UT
October 8, 2010 - November 11, 2011

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Current Firm

MW
MARTINSEN WEALTH MANAGEMENT

MARTINSEN WEALTH ADVISORY SOLUTIONS, LLC | MARTINSEN WEALTH MANAGEMENT, LLC | MARTINSEN WEALTH MANAGEMENT

CRD#: 332433 / SEC#: 801-130933
RIA
Registered Investment Advisory firm - SEC (8/16/2024 Approved)

Contact Information

Main Address

7855 S. River Parkway Suite 201, Tempe, AZ 85284

Phone Number

(480) 550-6556

# of Employees

19

SEC notice filing (10 States and Territories)

Registered to provide investment advisory services in 10 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MARTINSEN WEALTH MANAGEMENT, LLC WRAP FEE BROCHURE (6/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

846

AUM (Assets Under Management)

$143,208,495

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Abacus Partners, LLC; 1488 Misty Fen Way, West Jordan UT 84088; Entity for business expenses; Manager/Owner; Started 08/01/2000; Owner; less than 5 hours; less than 5 hours; entity exists for business expense tracking.

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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".
MW
MARTINSEN WEALTH MANAGEMENT

MARTINSEN WEALTH ADVISORY SOLUTIONS, LLC | MARTINSEN WEALTH MANAGEMENT, LLC | MARTINSEN WEALTH MANAGEMENT

CRD#: 332433 / SEC#: 801-130933
RIA
Registered Investment Advisory firm - SEC (8/16/2024 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.
IAR
Arizona
(1/30/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed May 2023About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 2010About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Dec 2015About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Oct 2010About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Mark Goaslind's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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