Mark Kleene (CRD# 6008957) is an Investment Advisor Representative working at Mvk Financial Planning, LLC in Jefferson City, MO and has 1 year of experience in the finance industry. Mark Kleene has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2788374
Lpl Financial LLC
CRD# 4433438
Edward Jones
CRD# 5878134
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mvk Financial Planning, LLC | Jefferson City, MO | Feb 2012 - Current | 12 |
| Vitae Foundation | Jefferson City, MO | Mar 2005 - Aug 2014 | 9 |
- MO
- TX
-
Total Assets Under Management12MILLIONS
-
Total Number of Accounts69ACCOUNTS
-
Average Account Value$170,508
- 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
MO, TX
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