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Mark Lewis

Sunlight Peaks Financial Partners, LLC

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About Mark Lewis

Mark Lewis is a financial professional with over 20 years of experience in the financial services industry. Mark currently holds an Investment Advisor Representative (IAR) registration in Arizona and is affiliated with Sunlight Peaks Financial Partners, LLC. Mark specializes in Financial Planning and Selection of Other Advisors, providing a comprehensive approach to meeting your financial goals. Mark has a diverse background, having worked for several notable organizations including State Farm Insurance, Mile Marker Club, and Sunlight Peaks Financial Partners. Mark has earned the Chartered Financial Consultant (ChFC) designation, signifying his commitment to professional development and knowledge.

Firm Information

Mark Lewis is currently registered with Sunlight Peaks Financial Partners, LLC. Sunlight Peaks Financial Partners, LLC is an investment advisor based in [redacted]. The firm offers financial planning and selection of other advisers services. The firm has 3 investment adviser representatives.

Not reported

Assets Under Management

12

Total Clients

3

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Mark Lewis’s Registration & Firm History

AZ

10/18/2021 - Present

Sunlight Peaks Financial Partners, LLC (Phoenix AZ)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Lewis.
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