Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Patrick Wenzl is a financial advisor with over 30 years of experience in the financial industry. Mark Wenzl is currently registered with Private Client Services, LLC. Mark Wenzl previously worked with Nationwide Securities, LLC and 1717 Capital Management Company. Mark Wenzl provides financial planning, portfolio management for individuals and businesses, and educational seminars. Mark Wenzl is registered in 18 states. Mark Wenzl offers a variety of compensation arrangements to his clients, including fixed fees, hourly charges, and a percentage of assets.
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.
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
MO
11/27/2013 - Present
Private Client Services, LLC (NORTH KANSAS CITY MO)
MO
08/01/2008 - 07/16/2010
NATIONWIDE SECURITIES, LLC (KANSAS CITY MO)
MO
06/04/1982 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (KANSAS CITY MO)
IA
Issued 10/07/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/02/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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