Mark Kangas, financial advisor Beachwood OH
96 score

Mark Kangas

CRD Number: 4545075
Current Firm: North Star Advisory Group, LLC

Mark Kangas (CRD# 4545075) is an Investment Advisor Representative working at North Star Advisory Group, LLC in Beachwood, OH and has over 14 years of experience in the finance industry. Mark Kangas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Beachwood, OH Jun 2013 - Current 3
Raymond James Financial Services, Inc. Beachwood, OH May 2013 - Current 3
North Star Advisory Group, LLC Beachwood, OH May 2013 - Apr 2016 2
Credit Card Services, LLC Orange, OH Apr 2012 - Feb 2016 3
North Star Advisory Group, LLC Beachwood, OH Jun 2013 - May 2014 < 1
Stifel, Nicolaus & Company, Inc. Pepper Pike, OH Jan 2009 - May 2013 4
Wachovia Securities, LLC Beachwood, OH Jan 2008 - Jan 2009 1
A. G. Edwards & Sons, Inc. Beachwood, OH Jun 2002 - Jan 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2002
Contact Info for Mark Kangas
Phone Number: 216-202-0202
Registered State(s):
  • FL
  • TX
  • OH
By the Numbers
  • Total Assets Under Management
    42
    MILLIONS
  • Total Number of Accounts
    416
    ACCOUNTS
  • Average Account Value
    $101,923
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

FL, OH, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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