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Mark Leonard Springer

Regent Wealth Management, Inc.

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About Mark Leonard Springer

Mark Leonard Springer is a registered Investment Advisor Representative in Arkansas, Oklahoma, and Texas. Mark is a Certified Public Accountant and has been in the financial services industry since 2004. He is currently affiliated with Regent Wealth Management, Inc. and has been with the firm since 2009. Mark has experience providing financial planning services and portfolio management for individuals. Mark has expertise in working with high net worth individuals and individuals other than high net worth individuals. Mark Springer is also the owner of M. Springer & Company, PC, a CPA firm in Tulsa, Oklahoma.

Firm Information

Mark Springer is currently registered with Regent Wealth Management, Inc.. Regent Wealth Management, Inc. is an investment advisor that provides financial planning and portfolio management services to individuals and high-net-worth individuals. The firm manages approximately $65.89 million in assets for 177 clients.

$65.89M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mark Springer’s Registration & Firm History

OK

09/06/2019 - Present

Regent Wealth Management, Inc. (TULSA OK)

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Licenses & Designations

IA

Issued 11/25/1998

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Leonard Springer.
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