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Mark Louis Kersten

Financial Services OF America Advisors

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About Mark Louis Kersten

Mark Louis Kersten is a registered Investment Advisor Representative with Financial Services Of America Advisors. Mark is a licensed professional with over 20 years of experience in the financial services industry. Mark currently holds Series 6, 63, and 65 licenses. Mark’s expertise includes financial planning, portfolio management for individuals, and selection of other advisors.

Firm Information

Mark Kersten is currently registered with Financial Services OF America Advisors. Financial Services of America Advisors, based in Troy, Michigan, is a registered investment advisor with over $396 million in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, including high-net-worth individuals. The firm has 22 licensed agents and 13 registered representatives.
Financial Services OF America Advisors

50 W BIG BEAVER RD SUITE 500

TROY, MI 48084

$396.18M

Assets Under Management

221

Total Clients

20

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.

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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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fixed fees

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

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percentage of assets

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

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other

Selection of other advisor fees

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Mark Kersten’s Registration & Firm History

MI

01/08/2025 - Present

Financial Services OF America Advisors (TROY MI)

MN

11/19/2002 - 11/01/2004

USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)

AZ

01/01/2002 - 09/26/2002

MTL EQUITY PRODUCTS, INC. (FOUNTAIN HILLS AZ)

IL

09/09/1997 - 01/01/2002

IAC SECURITIES, INC. (TINLEY PARK IL)

FL

05/02/1995 - 09/08/1997

MARINER FINANCIAL SERVICES, INC. (LARGO FL)

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Licenses & Designations

IA

Issued 07/06/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/12/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/01/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Louis Kersten.
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