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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Sewalson is an investment advisor representative at Axxcess Wealth Management, LLC. Mark is a registered Investment Advisor Representative in Kansas and Texas. Mark has been in the financial services industry since 1983. Mark has a diverse background in the industry, having worked for firms such as Wells Fargo Clearing Services, LLC and George K. Baum & Company. Mark is also a licensed insurance agent, and a photographer. He is a co-trustee of a family member's trust, and is on the board of the City Union Mission.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
03/31/2022 - Present
Axxcess Wealth Management, LLC (CARLSBAD CA)
KS
10/24/2000 - 04/13/2022
WELLS FARGO CLEARING SERVICES, LLC (OVERLAND PARK KS)
MO
03/01/1996 - 10/20/2000
GEORGE K. BAUM & COMPANY (KANSAS CITY MO)
NY
10/10/1988 - 03/11/1996
SMITH BARNEY INC. (NEW YORK NY)
NA
08/25/1983 - 10/13/1988
DEAN WITTER REYNOLDS INC.
IA
Issued 04/07/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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