Mark Young, financial advisor Elsah IL

Mark Young

CRD Number: 2183899
Current Firm: Prosperity Wealth Management, Inc.

Mark Young (CRD# 2183899) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Elsah, IL and has over 32 years of experience in the finance industry.

Similar Advisors
William Meyer, financial advisor Elsah IL
William L. Meyer
CRD# 1018380
Cutter & Company, Inc.
Similar Advisors
Craig Toberman, financial advisor Elsah IL
Craig A. Toberman
CRD# 6306558
Toberman Becker Wealth, LLC
Similar Advisors
Zachary Han, financial advisor Elsah IL
Zachary H. Han
CRD# 5259774
Moneta Group Investment Advisors, LLC
Company Name Location Dates Years
Jd Mellberg Financial Tucson, AZ Jan 2020 - Current 4
Secure Investment Management Tucson, AZ Jan 2020 - Current 4
Prosperity Wealth Management, Inc. Elsah, IL Jan 2016 - Jan 2020 4
Severin Investments, LLC Saint Louis, MO Dec 2018 - Dec 2018 < 1
The Financial Mgmt Center Maryland Heights, MO Mar 2000 - Dec 2018 18
National Planning Corporation Elsah, IL Oct 2015 - Jan 2016 < 1
J P Turner & Company LLC Wildwood, MO Sep 2010 - Oct 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1991
S65 NASAA Investment Advisors Law Examination Jan 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Mark A. Young
Phone Number: 925-791-4444
Firm Website: https://trplanning.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    243
    MILLIONS
  • Total Number of Accounts
    1,611
    ACCOUNTS
  • Average Account Value
    $151,068
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, PA, SC, TX, VA, WA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

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 derived from SEC.gov data covering 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.

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.