Business Description

Our mission is to help our clients make smart investment and financial decisions through professional relationships based on uncompromising integrity, trust, and personalized service. We accomplish this mission by offering holistic, comprehensive advisory services to help clients prioritize and attain their life goals. Our sole purpose is to help our clients arrange their financial affairs in the most efficient and effective way; to preserve their capital and obtain the highest risk-adjusted returns consistent with their financial objectives; and, most importantly, provide them with peace of mind.

General Information

Gender:

Male

CRD#:

123832

SEC File#:

63430

Years of Experience in Financial Services:

Education

Academic Background

Since 1983, Mark has been providing clients with comprehensive wealth management solutions. His areas of expertise include investment portfolio design and management, risk management, retirement planning, and overall comprehensive financial planning. Mark believes the educated client is his best client.

Services

Investment Types:

Stocks Mutual Funds, Bond Mutual Funds, International Investments, Alternative Investments, Annuities, Stocks, Bonds

Qualifications & Memberships

Certifications, Accreditations & Designations:

Registered Investment Advisor (RIA) (State or SEC) or RIA representative, Chartered Financial Consultant, Series 63, Insurance License (Life & Health; Long Term Care; Specify below), Series 7, Chartered Life Underwriter, National Association of Insurance & Financial Advisors

Firm Information

Number of Advisors in Office:

Up to 10 employees

Assets Managed by Firm:

Yes

Compensation & Fees

Fee % Based on Assets:

1.25

Hourly Rate:

175

Prepared By:

Mark Dahlenburg