Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Henke is an investment advisor representative at Creative Planning. Mark has been in the financial services industry since 2009. Mark holds a Series 6, Series 7, Series 63, and Series 65 license. Mark is also a Certified Financial Planner. Mark's areas of expertise include financial planning, portfolio management for individuals and businesses, and pension consulting. Mark is a trustee of the John J. Sullivan, Jr. Charitable Trust. Mark is registered to provide investment advice in Kansas and Texas. Mark is committed to providing his clients with personalized financial advice and guidance.
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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2
KS
10/11/2017 - Present
Creative Planning (OVERLAND PARK KS)
KS
09/08/2009 - 01/19/2010
LPL FINANCIAL CORPORATION (LEAWOOD KS)
KS
01/20/2009 - 09/08/2009
WATERSTONE FINANCIAL GROUP, INC. (LEAWOOD KS)
BC
Issued 02/17/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/28/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/2009
Series 7 - General Securities Representative Examination
BC
Issued 01/19/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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