Mark Munger (CRD# 7058721) is an Investment Advisor Representative working at Gradient Advisors, LLC in Olathe, KS and has over 5 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 3222569
Cambridge Investment Research Advisors, Inc.
CRD# 1380183
Creative Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gradient Advisors LLC | Arden Hills, MN | Sep 2021 - Current | 2 |
| Eternal Value Financial Corp | Omaha, NE | Feb 2021 - Current | 3 |
| Asb Financial Corp. | Omaha, NE | Nov 2018 - Current | 5 |
| American Senior Benefits | Omaha, NE | Jul 2010 - Current | 13 |
| Virtue Wealth Counsel, LLC | Omaha, NE | Jan 2019 - Mar 2021 | 2 |
| Eternal Value Enterprises LLC | Council Bluffs, IA | Mar 2015 - Dec 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2018 |
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.
Get Details on the FINRA Advisor Check site- KS
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Total Assets Under Management207MILLIONS
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Total Number of Accounts2,706ACCOUNTS
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Average Account Value$76,532
- A percentage of assets under your management
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- Pension consulting services
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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, WY
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