Mark OnstottCRD Number: 3085028
Current Firm: Transamerica Financial Advisors, Inc.
Mark Onstott (CRD# 3085028) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Colorado Springs, CO and has over 18 years of experience in the finance industry.
Garrett Investment Advisors, LLC
Horizons Sustainable Financial Services, Inc.
Brooks Financial Planning
|Colorado Choice Health Plans||Alamosa, CO||May 2016 - Current||< 1|
|Team Chosen Financial, LLC||Colorado Springs, CO||Dec 2014 - Current||1|
|Debtmerica||Santa Ana, CA||Jan 2012 - Current||4|
|Transamerica Financial Advisors, Inc.||Colorado Springs, CO||Jan 2012 - Current||4|
|Anthem Blue Cross||Denver, CO||Dec 2008 - Current||7|
|Assurant Health Insurance||Colorado Springs, CO||Sep 2008 - Current||8|
|Investment Property||Pueblo, CO||Mar 2005 - Current||11|
|World Financial Group||Colorado Springs, CO||Jun 2001 - Current||15|
|Celtic Health Insurance||Chicago, IL||Oct 2005 - Mar 2014||8|
|Legal Helpers Debt Resolution LLC||Irvine, CA||Jan 2012 - Mar 2013||1|
|3-d Mortgage||Colorado Springs, CO||May 2008 - Jun 2012||4|
|World Group Securities, Inc.||Colorado Springs, CO||Apr 2002 - Jan 2012||9|
|Innergy Lending||Centennial, CO||Feb 2007 - May 2008||1|
|Total Debt Solutions||Salt Lake City, UT||Apr 2004 - Oct 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1998|
|S65||NASAA Investment Advisors Law Examination||Jan 2012|
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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