Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Koellner is a financial advisor at Steelpeak Wealth, LLC, based in Dallas, Texas. Mark has over 17 years of experience in the financial services industry. He is a Certified Financial Planner™ and holds Series 7, Series 63, and Series 66 licenses. Mark specializes in providing financial planning and investment management services to individuals, high-net-worth individuals, families, trusts, and retirement plans. Prior to joining Steelpeak Wealth, Mark was a financial advisor at Titleist Capital, LLC and Edward Jones.
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.
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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TX
07/25/2024 - Present
Steelpeak Wealth, LLC (Dallas TX)
TX
01/21/2022 - 08/14/2024
TITLEIST CAPITAL, LLC (Dallas TX)
TX
11/03/2017 - 01/25/2022
EDWARD JONES (DALLAS TX)
TX
09/06/2013 - 11/16/2017
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
05/01/2012 - 08/20/2013
UBS FINANCIAL SERVICES INC. (DALLAS TX)
TX
07/25/2008 - 05/02/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
TX
08/23/2007 - 07/18/2008
CHASE INVESTMENT SERVICES CORP. (DALLAS TX)
TX
07/20/2006 - 08/22/2007
BUTLER FREEMAN TALLY FINANCIAL GROUP, LLC (JASPER TX)
BOTH
Issued 11/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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