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Mark Teerlinck | Financial Advisor

Profile img for Mark Teerlinck, financial advisor at Elite Wealth Management, LLC
Parker, CO
Mark Teerlinck
Financial Advisor
President/Founder at
Elite Wealth Management, LLC

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
I am the founder of Elite Wealth, which is an independent, fee-only, fiduciary advisory firm based in Colorado. We work with established investors to create a path to & through retirement. www.elite-wm.com
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Specialties and Expertise

6
Portfolio Construction
Tax Preparation
Cash Flow Analysis
Retirement Income
Succession Planning
High Net Worth Planning

Clientele

6
Wealthy Families
Retirees
Business Owners
Inheritors
Surviving Spouses
Corporate Executives

Credentials and Designations

2
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Series 7 - General Securities Representative Exam

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Series 65 - Uniform Investment Adviser Law Exam

Education

1
University of Northern ColoradoBachelor of ScienceYear Obtained: 2003
Quick Facts About Mark
Years of Experience:18 yearsMember since:2023

Services Provided

How I help my clients

Investment Management

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Financial Planning

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Tax Planning

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Retirement Planning

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Pricing Models

AUM

Proof of License

SEC Profile
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Parker, CO
Mark Teerlinck
Financial Advisor
President/Founder at
Elite Wealth Management, LLC
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