MN
MN

Mark David Nortman

23 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
139 clients
Average Client Portfolio
$982K average
Assets Under Management
$136.5M

Fee Structure

Minimum Investment:None
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Location

1500 NW Bethany Blvd., Suite 200, Beaverton, OR, 97006

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Mark is a member of Cannon Beach Haus, LLC, managing a vacation rental property, dedicating minimal time. He is also a member of Executive Tax Advisors, LLC, providing income tax preparation and tax planning services, spending about a quarter of his time outside of trading hours.

Employment History
Current Registrations
Capitol Family Office, INC.
February 2021 - Present · 5 yrs
Previous Registrations
Financial Advocates Investment Management
March 2013 - April 2021 · 8 yrs 1 mo
LPL Financial LLC
August 2011 - December 2013 · 2 yrs 4 mos
LPL Financial LLCBroker
August 2011 - March 2020 · 8 yrs 7 mos
Ameriprise Financial Services, INC.Broker
February 2006 - August 2011 · 5 yrs 6 mos
Pacific West Financial Consultant INC
May 2004 - December 2005 · 1 yr 7 mos
Pacific West Securities, INC.Broker
April 2004 - December 2005 · 1 yr 8 mos
Strand, Atkinson, Williams & York, INC.Broker
September 2003 - March 2004 · 6 mos
Morgan Stanley
April 2003 - May 2003 · 1 mo
Morgan Stanley Dw INC.Broker
June 2002 - May 2003 · 11 mos
State Registrations2 states
ORWA
Advisor
Exams
No exam information available for this advisor.