Andrew Justin Mardock
CFP®Professional Summary
Andrew Justin Mardock, CFP®, who also goes by Andy Justin Mardock, is a registered financial advisor currently at VIVIFI PLANNING located in Bend, Oregon. Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Andrew has worked at 3 firms.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Retirement Planning
- Investment Management
- Risk Management & Insurance
- Financial Planning
- Business Services
- Education Funding
Specializations
Biography
Andy is a CERTIFIED FINANCIAL PLANNER™ practitioner and has been a financial planner for nearly 10 years. He obtained his Masters in Business Administration (MBA) in Financial Planning from California Lutheran University in 2010 and has a Bachelor of Arts from the University of Oregon. An adoring father and husband himself, Andy can relate to the ups and downs as well as triumphs and challenges that modern families experience today. In working with Andy, clients...
Other Aliases
Andy Justin Mardock
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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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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Credentials
Years of Experience
13 years in the financial services industry
Current & Past Employments
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Current Firm
MARDOCK PLANNING, LLC | VIVIFI PLANNING
Contact Information
Main Address
Bend, ORPhone Number
(541) 639-4421# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
72AUM (Assets Under Management)
$10,469,572Similar Advisors
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(1/18/2019)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view Andrew Justin Mardock's CRS (Customer Relationship Summary).
Services Offered by Andrew
- Retirement Planning
- Investment Management
- Risk Management & Insurance
- Financial Planning
- Business Services
- Education Funding
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