Pensionmark Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Financial Advisors at Pensionmark may also be registered representatives of Pensionmark Securities, LLC (member SIPC), which is affiliated with Pensionmark through common ownership. Compass Corporate Retirement Solutions and Pensionmark Financial Group, LLC/Pensionmark Securities, LLC are unaffiliated entities.
Compass Corporate Retirement Solutions is a 401k and pension plan fiduciary ERISA design and plan communication specialist.
Serving Houston, Dallas San Antonio and Austin, TX, Oklahoma City, OK, New Orleans, LA, Jackson, MS, Little Rock, AR.
