Mark Riefer (CRD# 2074727) is an Investment Advisor Representative working at Wise Wealth, LLC in Lees Summit, MO and has over 33 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bright Portfolios, LLC | Lee's Summit, MO | Jan 2024 - Current | < 1 |
| Wise Wealth, LLC | Lee's Summit, MO | Jan 2024 - Current | < 1 |
| Level Paths LLC | Rolla, MO | Feb 2009 - Current | 15 |
| Clear Money Path | Rolla, MO | Feb 2009 - Jan 2024 | 14 |
| Clear Message Management, LLC | Rolla, MO | Sep 2018 - Feb 2021 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1990 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2009 |
- MO
-
Total Assets Under Management326MILLIONS
-
Total Number of Accounts3,419ACCOUNTS
-
Average Account Value$95,406
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CO, KS, MA, MO, OH, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.