Mark Sonntag, financial advisor Fort Myers FL
93 score

Mark Sonntag

CRD Number: 1939350
Current Firm: National Asset Management, Inc.

Mark Sonntag (CRD# 1939350) is an Investment Advisor Representative working at National Asset Management, Inc. in Fort Myers, FL and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
National Securities Corporation Fort Myers, FL Nov 2013 - Current 3
Gilman Ciocia, Inc. Ft. Myers, FL Sep 2009 - Current 7
Abel Fort Myers, FL Jan 2012 - Jan 2015 3
Asset & Financial Planning Ft. Myers, FL Sep 2009 - May 2014 4
Prime Capital Services, Inc. Ft. Myers, NY Sep 2009 - Nov 2013 4
Schlager Sonntag & Levin Bonita Springs, FL Feb 2008 - Sep 2009 1
Cambridge Investment Research, Inc. Fairfield, IA Aug 2006 - Sep 2009 3
Cambridge Investment Research Advisors, Inc. Fairfield, IA Aug 2006 - Jun 2009 2
Asset & Financial Planning, Ltd Fort Myers, FL Nov 2000 - Aug 2006 5
Gilman & Ciocia Ft. Myers, FL Feb 2000 - Aug 2006 6
Prime Capital Services Ft. Myers, FL Feb 2000 - Aug 2006 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1989
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Mark G. Sonntag
Phone Number: 206-343-6238
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,051
    MILLIONS
  • Total Number of Accounts
    5,573
    ACCOUNTS
  • Average Account Value
    $188,616
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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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