Marck Zuehlsdorff has been an investment adviser representative at AllPoint Financial Group since May 2023, and is not listed among the firm’s executive officers or direct owners.
Allpoint Financial Group LLC is a Petaluma, CA firm with $117M under management, 431 clients and 4 advisers across 5 offices, as of its June 2026 filing.
Marck Zuehlsdorff’s longest registration was 3 years at Edward Jones (2019–2023). Before joining AllPoint Financial Group in 2023, Marck Zuehlsdorff was registered through Edward Jones and American Express Financial Advisors, Inc.
- LPL Financial LLCAlso current– present · 2 yearsNapa, CA · Adviser representative · Firm CRD 6413
- Allpoint Financial GroupCurrent– present · 3 yearsNapa, CA · Adviser representative · Firm CRD 301028
- Edward Jones– · 3 yearsNapa, CA · Adviser representative · Firm CRD 250
- American Express Financial Advisors, Inc.– · under a yearSan Francisco, CA · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
Marck Zuehlsdorff is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from May 2023; the most recent is Texas, in July 2026.
- CaliforniaSince 8 May 2023
- TexasResidentSince 14 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 17 June 2019 |
| Series 7TO | General Securities Representative Examination | 24 May 2019 |
| SIE | Securities Industry Essentials Examination | 2 May 2019 |
| Series 7 | General Securities Representative Examination | 11 September 2003 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- CRD
- 4673727
- Firm
- AllPoint Financial Group · CRD 301028
- Office
- 830 School Street Ste. 5, Napa, CA 94559
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 2019
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Marck Zuehlsdorff work?
Marck Zuehlsdorff is an investment adviser representative registered through Allpoint Financial Group LLC since May 2023, and is not listed among the firm’s executive officers or direct owners.
Is Marck Zuehlsdorff a financial advisor?
Yes. Marck Zuehlsdorff has a current investment-adviser registration in California and Texas, through AllPoint Financial Group since May 2023.
How many years of experience does Marck Zuehlsdorff have?
Marck Zuehlsdorff has 7 years in the financial industry, since April 2019, across 4 adviser firms.
What exams has Marck Zuehlsdorff passed?
Marck Zuehlsdorff has passed 4 licensing exams: the Series 7, SIE, Series 7TO and Series 66. The earliest, the Series 7, was passed in September 2003.
Where did Marck Zuehlsdorff work before AllPoint Financial Group?
Before AllPoint Financial Group, Marck Zuehlsdorff was registered through American Express Financial Advisors, Inc., September 2003 to October 2003.
Where is Marck Zuehlsdorff based?
Marck Zuehlsdorff’s registered office is in Napa, CA.
Is Marck Zuehlsdorff registered with FINRA?
Yes. Marck Zuehlsdorff has a current broker registration, under CRD 4673727.
Source: FINRA BrokerCheck
How can I verify Marck Zuehlsdorff’s record?
Search CRD 4673727 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Marck Zuehlsdorff’s full registration record.