Mark Kontz, financial advisor Maitland FL

Mark Kontz

CRD Number: 1738820
Current Firm: Alternative Investment Advisors, LLC

Mark Kontz (CRD# 1738820) is an Investment Advisor Representative working at Alternative Investment Advisors, LLC in Maitland, FL and has over 7 years of experience in the finance industry.

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Certified Advisory Corp
Company Name Location Dates Years
Alternative Investment Advisors, LLC Maitland, FL Jul 2019 - Current 4
Swenson Wealth Management Sioux Falls, SD Jul 2019 - Current 4
Financial Distributors Wentworth, SD Jan 2000 - Current 23
Gradient Advisors, LLC Arden Hills, MN Mar 2016 - Jul 2019 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2016
Contact Info for Mark A. Kontz
Phone Number: 407-261-4242
Firm Website:
Registered State(s):
  • SD
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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