Mark Goaslind

MARTINSEN WEALTH MANAGEMENT

TEMPE, AZ 85284

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CRD#: 5724991

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.

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.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Goaslind'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®

None

Experience

Current

January 30, 2025 - Present

MARTINSEN WEALTH MANAGEMENT

Office #1: 7855 S. River Parkway Suite 206, Tempe, AZ 85284

RIA

CRD#: 332433

TEMPE, AZ

Past

October 1, 2024 - December 31, 2024

MARTINSEN WEALTH MANAGEMENT

RIA

CRD#: 332433

Tucson, AZ

Past

June 2, 2023 - October 1, 2024

FIRST ADVISORS NATIONAL, LLC

RIA

CRD#: 166212

West Jordon, UT

Past

January 2, 2013 - December 31, 2015

THE O.N. EQUITY SALES COMPANY

CRD#: 2936

WEST JORDAN, UT

Past

October 31, 2011 - December 31, 2012

THE O.N. EQUITY SALES COMPANY

CRD#: 2936

ERDA, UT

Past

October 8, 2010 - November 11, 2011

ONEAMERICA SECURITIES, INC.

CRD#: 4173

OREM, UT

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".

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 - (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.

Highlighted states indicate IAR registrations

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

State Security Law Exam

IAR

Series 65

Date: 5/17/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/26/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 10/7/2010

Investment Company Products/Variable Contracts Representative Examination

Current Firm

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 - (8/16/2024 Approved)

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Contact information

Main Address

7855 S. River Parkway Suite 206, Tempe, AZ 85284

Mailing Address

Phone number

(480) 550-6556

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MARTINSEN WEALTH MANAGEMENT, LLC WRAP FEE BROCHURE (9/8/2025)

MARTINSEN WEALTH MANAGEMENT, LLC 2A (9/8/2025)

Regulatory assets under management

Total Number of Accounts	636
AUM (Assets Under Management)	$ 102,335,147

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.

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Firm Stability Insights

Mark Goaslind

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

MARTINSEN WEALTH MANAGEMENT

FIRST ADVISORS NATIONAL, LLC

THE O.N. EQUITY SALES COMPANY

THE O.N. EQUITY SALES COMPANY

ONEAMERICA SECURITIES, INC.

Primary Firm SEC Registration

MARTINSEN WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 5/17/2023

Series 63

Date: 10/26/2010

SIE

Date: 12/31/2015

Series 6

Date: 10/7/2010

Current Firm

MARTINSEN WEALTH MANAGEMENT

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MARTINSEN WEALTH MANAGEMENT

TRUST BUT VERIFY

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