Mvk Financial Planning, LLC

Mvk Financial Planning, LLC (CRD# 159689) is a financial advisory firm headquartered in , . They manage $1,907,522 in 19 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $100,396
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MO

Financial Advisors at Mvk Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Mark V. Kleene
CRD#: 6008957
Jefferson City, MO
90
Wealthminder
score

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.