Marvin R. Tjoelker

LG FINANCIAL SERVICES

BELLINGHAM, WA 98226

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CRD#: 7816696

Professional summary

Marvin Ray Tjoelker, who also goes by Marv Tjoelker, Marvin Tjoelker, is a registered financial advisor currently at LG FINANCIAL SERVICES, LLC located in Bellingham, Washington.

Marvin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Marvin has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Marv Tjoelker | Marvin Tjoelker

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.

Firm Name: Larson Gross PLLC Note: no investment-related activities Address: 2200 Rimland Drive, Suite 422 Bellingham, WA 98226 Nature of Business: Public Accounting & Consulting Firm Position/Title/Relationship: Certified Public Accountant/Owner Start Date: 1/24/1983 Approximate # of Hours/Month: 120 hours # of Hours Devoted During Securities Trading Hours: 8 hours Duties: Tax planning, consulting and financial planning services for CPA clients of the firm. Also, Owner and Board Member of the firm.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marvin Ray Tjoelker's 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

February 19, 2025 - Present

LG FINANCIAL SERVICES, LLC

Office #1: 2211 Rimland Drive Suite 422, Bellingham, WA 98226

RIA

CRD#: 325340

BELLINGHAM, WA

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

Washington
(2/19/2025)

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

Current Firm

LG FINANCIAL SERVICES, LLC

CRD#: 325340 / SEC#:

Washington

Registered Investment Advisory firm - (2/19/2025 Approved)

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Contact information

Main Address

2211 Rimland Drive Suite 422, Bellingham, WA 98226

Mailing Address

Phone number

(360) 734-4280

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Marvin R. Tjoelker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marvin Ray Tjoelker's CRS (Customer Relationship Summary).

Certified licenses

Experience

LG FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Current Firm

LG FINANCIAL SERVICES, LLC

Contact information

Documents

Red Flags

Company Information

LG FINANCIAL SERVICES, LLC

TRUST BUT VERIFY

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