Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Loftus is a Registered Investment Advisor Representative with G. A. Repple & Co.. Mark has been in the industry for over 18 years and is licensed in California, Minnesota, and Missouri. Mark has passed the Uniform Investment Adviser Law Examination. Mark has experience in various roles including teaching, ministry work, and independent insurance agent. Mark works with individuals and corporations, providing financial planning, educational seminars, and portfolio management services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Third party asset management, services
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2
CA
01/07/2025 - Present
G. A. Repple & Co. (Auburn CA)
IA
Issued 02/09/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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