Mark Blaser

DOCEO WEALTH

Meridian, ID 83642

Some features on this profile are disabled

CRD#: 7304157

Professional summary

Mark Blaser is a registered financial advisor currently at DOCEO WEALTH, LLC located in Meridian, Idaho.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Mark has worked at 1 firm and has passed the Series 65 exam.

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 Blaser'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

October 14, 2020 - Present

DOCEO WEALTH, LLC

Office #1: 1880 S. Cobalt Point Way Suite 350, Meridian, ID 83642

RIA

CRD#: 310415

Meridian, ID

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".

DOCEO WEALTH, LLC

CRD#: 310415 / SEC#: 801-119586

RIA

Registered Investment Advisory firm - (10/6/2020 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

Idaho
(10/14/2020)

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: 5/22/2020

Uniform Investment Adviser Law Examination

Current Firm

DOCEO WEALTH, LLC

CRD#: 310415 / SEC#: 801-119586

RIA

Registered Investment Advisory firm - (10/6/2020 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

1880 S. Cobalt Point Way Suite 350, Meridian, ID 83642

Mailing Address

Phone number

(208) 350-7274

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A DISCLOSURE (3/21/2025)

Regulatory assets under management

Total Number of Accounts	614
AUM (Assets Under Management)	$ 242,793,200

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.

Similar Advisors

Burke Lodge

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Boise, ID

Chris Crosby

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Boise, ID

Jesse Woods

OSAIC WEALTH, INC.

IAR

MERIDIAN, ID

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Mark Blaser

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

DOCEO WEALTH, LLC

Primary Firm SEC Registration

DOCEO WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/22/2020

Current Firm

DOCEO WEALTH, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DOCEO WEALTH, LLC

TRUST BUT VERIFY

Similar Advisors