Mark Onstott, financial advisor Colorado Springs CO
93 score

Mark Onstott

CRD 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.

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Company Name Location Dates Years
Colorado Choice Health Plans Alamosa, CO May 2016 - Current < 1
Team Chosen Financial, LLC Colorado Springs, CO Dec 2014 - Current 2
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 8
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
Contact Info for Mark E. Onstott
Phone Number: 727-299-1800
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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