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||2|
|Debtmerica||Santa Ana, CA||Jan 2012 - Current||5|
|Transamerica Financial Advisors, Inc.||Colorado Springs, CO||Jan 2012 - Current||5|
|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||12|
|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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.