Unclaimed
Mark Howe is a financial advisor registered with Captrust. Mark is a Certified Financial Planner® professional with experience in the financial services industry. Mark is licensed to provide financial advice in Kansas and Missouri. Mark's specialties include retirement planning, investment management, and estate planning.
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
KS
08/30/2022 - Present
Captrust (Leawood KS)
KS
08/25/2008 - 01/08/2010
NATIONAL PLANNING CORPORATION (OLATHE KS)
IA
Issued 12/03/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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