Mark Kooiman Email & Phone Number

Private Wealth Manager and Partner @ Creative Planning

5 free lookup(s).

Mark Kooiman Location

Monterey, CA, US

Mark Kooiman Work

2025 - now Private Wealth Manager and Partner @ Creative Planning
2017 - 2025 Sr. Wealth Manager @ Monterey Private Wealth, Inc.
2012 - 2017 Writer @ Michels Communications

2013 - 2016 Financial Consultant @ Charles Schwab
View Department
2012 - 2013 Associate Financial Consultant @ Charles Schwab
View Department
2006 - 2012 High Net Worth Trader and Proactive Outreach Consultant @ Charles Schwab
2005 - 2006 Personal Banker @ Wells Fargo
View Department

see less

Mark Kooiman Education

Minnesota State University, Mankato
Corporate and Institutional Finance
1998 - 2002
University of Massachusetts, Amherst
(Finance and Financial Management Services)
2001 - 2002

Mark Kooiman Summary

Mark Kooiman, based in Monterey, CA, US, is currently a Private Wealth Manager and Partner at Creative Planning. Mark Kooiman brings experience from previous roles at Monterey Private Wealth, Inc., Michels Communications and Charles Schwab. Mark Kooiman holds a 1998 - 2002 Corporate and Institutional Finance @ Minnesota State University, Mankato. Mark Kooiman has 3 emails and 1 mobile phone numbers on RocketReach.

Mark Kooiman Emails

Found 3 emails

Mark Kooiman Phone Numbers

Found 2 phone numbers

5 free lookup(s).

Redirecting you to the search page.

If you're not automatically redirected, please click here

Looking for a different Mark Kooiman?

Find contact details for 700 million professionals.

Search

Others Named Mark Kooiman

Doug Barker

Senior Wealth Advisor at Mariner Wealth Advisors

Denver, CO, US
4
- gmail.com
- yahoo.com
- hotmail.com
- marinerwealthadvisors.com
1
- +1 303-470-XXXX
Robert Rom

Managing Partner, Sr. Wealth Management Advisor at Legacy Edge Advisors

Syosset, NY, US
2
- legacyedge.com
- legacyedgeadvisors.com
3
- +1 516-512-XXXX
- +1 718-957-XXXX
- +1 516-447-XXXX
Ryan Wilson

Executive Vice President and Wealth Management, Financial Advisor at Janney Montgomery Scott LLC

Moosic, PA, US
2
- janney.com
- jmsonline.com
Shon Flaharty

President, CEO at Flaharty Asset Management, LLC

Clearwater, FL, US
2
- gmail.com
- flahartyllc.com
5+
- +1 617-423-XXXX
- +1 727-252-XXXX
- +1 727-492-XXXX
- +1 727-492-XXXX
- +1 631-271-XXXX
- +1 727-474-XXXX

View Similar Profiles

Top Creative Planning Employees

Tom Zgainer

Founder AB401k at Creative Planning

Scottsdale, AZ, US
3
- cox.net
- creativeplanning.com
- outlook.com
5+
- +1 480-707-XXXX
- +1 480-585-XXXX
- +1 928-767-XXXX
- +1 480-585-XXXX
- +1 480-585-XXXX
- +1 480-585-XXXX
Jonathan Knapp

Chief Operating Officer at Creative Planning

Prairie Village, KS, US
3
- creativeplanning.com
- gmail.com
- hotmail.com
5
- +1 913-815-XXXX
- +1 913-220-XXXX
- +1 913-271-XXXX
- +1 206-448-XXXX
- +1 913-499-XXXX
Megan Schmitz

Chief People Officer at Creative Planning

Leawood, KS, US
2
- yahoo.com
- creativeplanning.com
5+
- +1 816-709-XXXX
- +1 913-815-XXXX
- +1 866-273-XXXX
- +1 785-336-XXXX
- +1 913-742-XXXX
- +1 913-338-XXXX
Matt Pearson

Managing Director at Creative Planning

Mercer Island, WA, US
2
- gmail.com
- creativeplanning.com
5+
- +1 206-985-XXXX
- +1 206-701-XXXX
- +1 860-633-XXXX
- +1 602-455-XXXX
- +1 206-702-XXXX
- +1 314-239-XXXX
Jason Edmonds

Managing Director, Partner at Creative Planning

Lawrence, KS, US
2
- creativeplanning.com
- gmail.com
4
- +1 408-224-XXXX
- +1 785-842-XXXX
- +1 785-856-XXXX
- +1 785-766-XXXX
Ken Zarske

Managing Director at Creative Planning

Minneapolis, MN, US
3
- creativeplanning.com
- gmail.com
- yahoo.com
1
- +1 414-507-XXXX
Annie Tronoski

Managing Director at Creative Planning

New York, NY, US
4
- gmail.com
- hotmail.com
- aol.com
- creativeplanning.com
3
- +1 908-377-XXXX
- +1 908-455-XXXX
- +1 908-867-XXXX

View Similar Profiles

How It Works

Get a Free Account

Search the #1 Contact Database

Get contact details of over 700M profiles across 60M companies – all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.

Use our AI-Powered Email Finder

Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.