Investmark Advisory Group Employee Directory

Financial ServicesConnecticut, United States11-50 Employees

For 40 years, Investmark has been guided by one simple principle—to serve each client's best interests first. As an independent, client-focused, and goals-based firm, our clients rely on us as their primary resource for defining objectives, designing strategies to pursue them, and maintaining and adapting those strategies over the long-term.

Whether you are an individual considering your own retirement, a business owner, or a plan sponsor, we have the experience, resources, and passion to fully support your needs.

For regulatory purposes, we cannot post or respond to comments or e-mails through this site.

The Financial Advisors associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations.

Securities offered through Commonwealth Financial Network, Member FINRA/SIPC (www.finra.org/www.sipc.org), a Registered Investment Advisor. Advisory services and fixed insurance products and services offered by Investment Advisory Group, LLC are separate and unrelated to Commonwealth.  Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.

Investmark Advisory Group
3 Enterprise Drive, Fourth Floor
Shelton, CT 06484
203-953-3777

www.commonwealth.com/termsofuse.html

Find Investmark Advisory Group employees' phone numbers or email addresses

Investmark Advisory Group Global Highlights

Location
Employees

North America
23

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  • United States Of America
    23

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Oceania
1

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  • Australia
    1

South America
1

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  • Brazil
    1

Investmark Advisory Group's Leadership

  • Stylized image of a person
    M. K.
    Ceo
    Phone icon
  • Stylized image of a person
    N. C.
    Chief Operating Officer | Chief Investment Officer
    Phone icon
  • Stylized image of a person
    N. C.
    Chief Operating Officer Chief Investment Officer
    Phone icon
  • Stylized image of a person
    K. A.
    Controller
    Phone icon
  • Stylized image of a person
    L. C.
    Co-Director-Cpa Strategic Alliance Program
    Phone icon
  • Stylized image of a person
    N. G.
    Lead Advisor
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  • Stylized image of a person
    K. L.
    Program Manager
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  • Stylized image of a person
    K. W.
    Bookkeeper And Office Manager
    Phone icon

Investmark Advisory Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Program & Project Management
  • Accounting
  • Administrative
  • Other

Contact profiles from Investmark Advisory Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. D.
    Managing Principal, Senior Financial Advisor
    Phone icon
    United StatesConnecticut
    Dec 18, 2024
  • Stylized image of a person
    J. J.
    Advisor, Principal
    Phone icon
    Aug 06, 2024
  • Stylized image of a person
    B. B.
    Client Services Associate
    Phone icon
    United StatesConnecticut
    Oct 21, 2025
  • Stylized image of a person
    R. I.
    Financial Advisor
    Phone icon
    United StatesConnecticut
    Sep 09, 2025
  • Stylized image of a person
    D. G.
    Wealth Management Coordinator
    Phone icon
    United StatesConnecticut
    Oct 19, 2025
  • Stylized image of a person
    M. F.
    Consultor
    Phone icon
    BrazilSao Paulo
    Feb 24, 2024
  • Stylized image of a person
    S. W.
    Principal, Chief Compliance Officer, Director Of Operations
    Phone icon
    United StatesConnecticut
    Oct 31, 2024
  • Stylized image of a person
    S. W.
    Principal, Chief Compliance Officer, Director Of Operations
    Phone icon
    United StatesConnecticut
    Oct 20, 2024

Frequently Asked Questions

What is Investmark Advisory Group known for?

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Investmark Advisory Group was founded in 1984 operates in the Financial Services industry. The company's main headquarters is located in 3 Enterprise Drive Shelton, Connecticut 06484 United States; you can contact the main corporate office by phone at . Explore Investmark Advisory Group's company overview page for more information.

What is Investmark Advisory Group's most common email format?

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Investmark Advisory Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Investmark Advisory Group email formats with LeadIQ.

How many employees does Investmark Advisory Group have currently?

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Investmark Advisory Group has approximately 17 employees as of February 2026. These team members are located across 4 continents, including North AmericaEuropeOceania.

Who are Investmark Advisory Group's key employees and leadership?

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As of February 2026, Investmark Advisory Group's key employees include:

  • Ceo: M. K.
  • Chief Operating Officer | Chief Investment Officer: N. C.
  • Chief Operating Officer Chief Investment Officer: N. C.
  • Controller: K. A.
  • Co-Director-Cpa Strategic Alliance Program: L. C.

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