Mark Stratton, financial advisor Lenexa KS

Mark Stratton

CRD Number: 1894252
Current Firm: Owlfi

Mark Stratton (CRD# 1894252) is an Investment Advisor Representative working at Owlfi in Lenexa, KS and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Private Client Advisor Group, LLC Palm City, FL Feb 2024 - Current < 1
Owlfi Ria, LLC Lenexa, KS Dec 2021 - Current 2
Motiv8 Investments LLC Stuart, FL Feb 2017 - Jan 2022 4
Motiv8 Investments LLC Stuart, FL Jan 2017 - Jan 2022 5
Lpl Financial LLC Plainview, NY May 2007 - Jan 2017 9
Private Client Advisor Palm City, FL May 2007 - Jan 2017 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1992
S66 NASAA Uniform Combined State Law Examination Sep 2012
Contact Info for Mark E. Stratton
Phone Number: 913-441-8380
Registered State(s):
  • FL
  • KS
By the Numbers
  • Total Assets Under Management
    118
    MILLIONS
  • Total Number of Accounts
    667
    ACCOUNTS
  • Average Account Value
    $176,332
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
  • Pension consulting services
Types of Clients
Registered States

FL, KS, MO, NE, NY, OK, TX, UT

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