$15.8M Total AUM
$15.8M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
24 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-11-2002
- Office Locations
- 1
Office Locations
-- Lantana TX
About Stoecker Financial, Inc.
On The Mark Money (Stoecker Financial, Inc.) is an independent Texas-based advisory focused on wealth management, retirement income solutions, and integrated financial and tax planning. The firm builds personalized, balanced investment portfolios—primarily using ETFs—serving retail investors including retirees and business owners. Custody is reported with TD Ameritrade.
Team overview
-- AVG AGE
$15.8M AVG AUM / ADVISOR
$927.8K AVG AUM / CLIENT
24.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
M
MARK ALLAN STOECKER
Founder, President
- CRD
- #2692992
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,772,431 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,772,431 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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