Mark Peterson, financial advisor Leawood KS
77 score

Mark Peterson

CRD 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.

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Company Name Location Dates Years
Montage Investments, LLC Leawood, KS Apr 2013 - Current 3
Montage Securities, LLC Leawood, KS Apr 2013 - Current 3
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
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, 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
Get Details on the FINRA Advisor Check site
Contact Info for Mark A. Peterson
Phone Number: 913-647-9700
Registered State(s):
  • KS
  • MO
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States


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