Mark Gash (CRD# 2275493) is an Investment Advisor Representative working at On Investment Management Co in Lees Summit, MO and has over 31 years of experience in the finance industry. Mark Gash 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# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The O.n. Equity Sales Company | Cincinnati, OH | May 2021 - Current | 2 |
| Ohio National Insurance Agency | Cincinnati, OH | May 2021 - Current | 2 |
| Prime Capital Investment Advisors, LLC | Overland Park, KS | Jul 2017 - Current | 6 |
| Private Client Services | Louisville, KY | Apr 2018 - May 2021 | 3 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Mar 2014 - Apr 2018 | 4 |
| Lawing Financial Inc. | Overland Park, KS | Mar 2014 - Oct 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1992 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2002 |
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.
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Total Assets Under Management2,195MILLIONS
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Total Number of Accounts15,930ACCOUNTS
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Average Account Value$137,818
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