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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 E Kipp is a financial advisor in Overland Park, Kansas. Mark E Kipp has been in the financial services industry since 2004. Mark E Kipp is currently registered with Prime Capital Financial. Mark E Kipp is also registered with the following states: Colorado, Indiana, Kansas, Missouri, and Texas. Mark E Kipp has a wide range of experience in the financial services industry. Prior to joining Prime Capital Financial, Mark E Kipp was employed at Cambridge Investment Research, Inc. and The O.N. Equity Sales Company.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Seminar fees, promoter fees, subscription fee financial plans
1
2
KS
08/01/2017 - Present
Prime Capital Financial (OVERLAND PARK KS)
KS
09/06/2010 - 04/30/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (OVERLAND PARK KS)
OH
04/02/2004 - 12/31/2005
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
BOTH
Issued 09/16/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2010
Series 7 - General Securities Representative Examination
BC
Issued 04/01/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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