Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Allan Ricklefs is a financial advisor with over 30 years of experience. Mark is a Certified Financial Planner and holds several licenses and certifications, including Series 6, 7, 24, 26, 53, and 63. Mark is currently registered with Ameritas Advisory Services, LLC and has been with the firm since November 2021. Prior to joining Ameritas, Mark worked at Ameritas Investment Company, LLC, Ameritas Life Insurance Corp, and Central Financial Services of Wichita. Mark is also a licensed insurance agent and specializes in providing financial planning, investment management, and insurance products. Mark is dedicated to helping clients achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Solicitor fees
1
2
KS
07/14/2023 - Present
Ameritas Advisory Services, LLC (Andover KS)
KS
12/16/1987 - 06/19/2008
EQUITRUST MARKETING SERVICES, LLC (WICHITA KS)
BC
Issued 12/11/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/05/2012
Series 24 - General Securities Principal Examination
BC
Issued 12/11/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2009
Series 7 - General Securities Representative Examination
BC
Issued 12/11/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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