Mark PetersonCRD Number: 6187994
Current Firm: Montage Investments, LLC
Mark Peterson (CRD# 6187994) is an Investment Advisor Representative working at Montage Investments, LLC in Leawood, KS and has over 3 years of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Montage Investments, LLC||Leawood, KS||Apr 2013 - Current||4|
|Montage Securities, LLC||Leawood, KS||Apr 2013 - Current||4|
|Baron Bmw||Merriam, KS||Dec 2012 - Apr 2013||< 1|
|Marriott Vacation Club||Lahaina, HI||Apr 2012 - Dec 2012||< 1|
|Lancaster Liquor||Leawood, KS||Jan 2012 - Apr 2012||< 1|
|Labadega||Leawood, KS||Jan 2012 - Apr 2012||< 1|
|Grand Wailea||Wailea, HI||Aug 2011 - Jan 2012||< 1|
|Diamond Resorts||Lahaina, HI||Apr 2011 - Aug 2011||< 1|
|Unemployed||Lahaina, HI||Jun 2010 - Apr 2011||< 1|
|Hnu Energy||Wailuku, HI||Dec 2009 - Jun 2010||< 1|
|Starwood Vacation Ownership||Lahaina, HI||Jan 2008 - Dec 2009||1|
|Dolphin Gallery||Lahaina, HI||Oct 2007 - Jan 2008||< 1|
|Baron Vw||Merriam, KS||Mar 2007 - Oct 2007||< 1|
|Collegiate Medical||Overland Park, KS||Sep 2006 - Oct 2007||1|
|Garmin Int.||Olathe, KS||Jun 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2013|
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management36MILLIONS
Total Number of Accounts12ACCOUNTS
Average Account Value$2,980,818
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
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