Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Allen Gash is a financial advisor with over 29 years of experience in the industry. Mark is a Certified Financial Planner™ professional and holds Series 6, 63, and 65 licenses. Mark is registered with ON Investment Management Co. in Kansas, Missouri, Texas, Minnesota, and Iowa. Mark has previously worked with PRIVATE CLIENT SERVICES, LLC, Cambridge Investment Research, Inc., NYLIFE Securities LLC and Thrivent Investment Management Inc. Mark is dedicated to providing comprehensive financial planning and investment management services to individuals, families, and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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
KS
05/05/2021 - Present
ON Investment Management Co. (Overland Park KS)
KS
04/25/2018 - 05/04/2021
PRIVATE CLIENT SERVICES, LLC (Overland Park KS)
KS
03/03/2014 - 04/30/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (OVERLAND PARK KS)
KS
01/23/2003 - 03/06/2014
NYLIFE SECURITIES LLC (OLATHE KS)
MN
10/05/1992 - 01/13/2003
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
IA
Issued 12/16/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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