Mark Kean, financial advisor Rolla MO
93 score

Mark Kean

CRD Number: 4582921
Current Firm: Cetera Investment Advisers LLC

Mark Kean (CRD# 4582921) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Rolla, MO and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Financial Specialists LLC Schaumburg, IL Oct 2010 - Current 6
Cetera Investment Advisers LLC Schaumburg, IL Oct 2010 - Current 6
Kean & Company, LLC Rolla, MO Jul 2004 - Current 12
Hd Vest Investment Services Rolla, MO Oct 2009 - Sep 2010 < 1
Terra Securities Corp Schaumburg, IL Aug 2002 - Oct 2007 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2002
Contact Info for Mark E. Kean
Phone Number: 888-528-2987
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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