Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Johannessen is a financial advisor with over 30 years of experience in the financial services industry. Mark is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the CFP Board. Mark is currently a registered investment advisor representative with Creative Planning, a firm with over $175 billion in assets under management. Mark is also a member of the Board of Directors of the CFP Board. He is committed to providing clients with personalized financial planning and investment management services. Mark has a strong track record of success in helping clients achieve their financial goals. Mark previously held positions at Capitol Securities Management, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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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VA
04/20/2021 - Present
Creative Planning (MCLEAN VA)
VA
11/05/1998 - 12/31/1998
CAPITOL SECURITIES MANAGEMENT, INC. (GLEN ALLEN VA)
VA
12/19/1996 - 01/06/1997
CAPITOL SECURITIES MANAGEMENT, INC. (GLEN ALLEN VA)
VA
04/19/1989 - 12/31/1994
CAPITOL SECURITIES MANAGEMENT, INC. (GLEN ALLEN VA)
NY
01/19/1988 - 03/02/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 01/24/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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