Mark HannaCRD Number: 1339578
Current Firm: Principal Securities, Inc.
Mark Hanna (CRD# 1339578) is an Investment Advisor Representative working at Principal Securities, Inc. in Milwaukee, WI and has over 23 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Princor Financial Services Corporation||Milwaukee, WI||Oct 2009 - Current||8|
|Maritime Insurance Group||Sheboygan, WI||Feb 2004 - Feb 2012||8|
|Lpl Financial||Sheboygan, WI||Oct 2009 - Oct 2009||< 1|
|Princor Financial Services Corporation||Sheboygan, WI||Feb 2004 - Oct 2009||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1994|
|S65||NASAA Investment Advisors Law Examination||Apr 2000|
Total Assets Under Management1,622MILLIONS
Total Number of Accounts15,486ACCOUNTS
Average Account Value$104,766
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV