Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Kimmel is a financial advisor with Belpointe Asset Management LLC. Mark Kimmel has been a financial advisor for over 16 years and is currently licensed to provide financial advice in Indiana. Mark Kimmel has held previous positions at Securities Service Network, Inc. and Equity Services, Inc. Mark Kimmel is a licensed investment advisor, insurance agent, and certified public accountant. Mark Kimmel also owns and operates Kimmel Consulting, LLC, a tax preparation and accounting firm.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IN
10/05/2017 - Present
Belpointe Asset Management LLC (Noblesville IN)
IN
08/01/2014 - 01/29/2016
SECURITIES SERVICE NETWORK, INC. (Noblesville IN)
IN
01/12/2011 - 08/08/2014
EQUITY SERVICES, INC. (NOBLESVILLE IN)
IA
Issued 11/15/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2016
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2015
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 01/11/2012
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/06/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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