Mvk Financial Planning, LLC
Mvk Financial Planning, LLC (CRD# 159689) is a financial advisory firm headquartered in , . They manage $4,309,236 in 40 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management4MILLION
Total Number of Accounts40ACCOUNTS
Average Account Value$107,731
- 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
Mark Kleene (CRD# 6008957) is an Investment Advisor Representative working at Mvk Financial Planning, LLC in Jefferson City, MO and has 1 year of experience in the finance industry. Mark Kleene has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.