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Mark Alan Flanagan

CSP Financial Group LLC

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About Mark Alan Flanagan

Mark Alan Flanagan is a registered investment advisor representative with CSP Financial Group LLC, located in Scottsdale, Arizona. Mark is a Certified Public Accountant with over 20 years of experience in financial services. Mark has a strong understanding of financial planning, portfolio management, and tax preparation. Mark is committed to providing clients with personalized financial advice and guidance. Mark is also a licensed insurance agent with Lifetime Financial Group, LLC. Mark has a broad knowledge of insurance products and can help clients find the right coverage to meet their needs.

Firm Information

Mark Flanagan is currently registered with CSP Financial Group LLC. CSP Financial Group LLC is a Scottsdale, Arizona-based firm with 12 licensed agents and 20 investment advisor representatives. The firm provides financial planning, educational seminars, selection of other advisors, and portfolio analysis (MRI) services. They have approximately 600 clients, primarily individuals other than high-net-worth, and 5 pension and profit-sharing plans.
CSP Financial Group LLC

14300 NORTH NORTHSIGHT BLVD

SCOTTSDALE, AZ 85260

Not reported

Assets Under Management

600

Total Clients

20

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio analysis (mri) services

Portfolio analysis (mri) services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Co-advisor fees

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Mark Flanagan’s Registration & Firm History

AZ

12/18/2020 - Present

CSP Financial Group LLC (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 11/19/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Alan Flanagan.
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