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Mark Christopher Soehn

Financial Solutions Advisory Group

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About Mark Christopher Soehn

Mark Christopher Soehn is a registered Investment Advisor Representative with Financial Solutions Advisory Group in Chicago, Illinois. Mark has been in the financial industry since March of 2003. Mark has passed the Uniform Investment Adviser Law Examination (Series 65) and is currently registered as an Investment Advisor Representative in Illinois. Financial Solutions Advisory Group specializes in providing financial planning, pension consulting and portfolio management services for individuals and businesses. The firm has approximately 730,000,000 assets under management. Mark has 340 high-net-worth individuals and 10 corporations or businesses as clients.

Firm Information

Mark Soehn is currently registered with Financial Solutions Advisory Group. Financial Solutions Advisory Group is an investment advisor headquartered in Chicago, Illinois. They offer financial planning, pension consulting, publication of periodicals, and portfolio management services for individuals and corporations. The firm manages approximately $730 million in assets for 350 clients, including high net worth individuals and corporations.
Financial Solutions Advisory Group

8700 W. BRYN MAWR AVENUE, SUITE 410-N

CHICAGO, IL 60631

$730.00M

Assets Under Management

Not reported

Total Clients

7

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Mark Soehn’s Registration & Firm History

IL

03/01/2006 - Present

Financial Solutions Advisory Group (CHICAGO IL)

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Licenses & Designations

IA

Issued 10/26/2004

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Christopher Soehn.
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