Important Disclosures

If you have any questions, please contact compliance@pensionmark.com or call (888) 201-5488.

To access Pensionmark’s Current ADV Part 1, click here.

To access Pensionmark Form ADV Disclosure Brochures Part 2A:

For Pensionmark Form ADV Disclosure Brochures Part 2A retirement plan clients, click here.

For Pensionmark Form ADV Disclosure Brochures Part 2A wealth management clients, click here.

To access Pensionmark’s Wrap Fee Brochure, click here

To access Pensionmark’s Relationship Summary (Form ADV3/CRS), click here.

To access Pensionmark Securities, LLC’s Relationship Summary (form CRS), please click here.

To access Pensionmark Securities, LLC’s MSRB Investor Brochure, click here.

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Pensionmark® Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC).