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Mark Richard Satkoski

Midwest Capital Advisors, LLC

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About Mark Richard Satkoski

Mark Richard Satkoski is an investment advisor representative with Midwest Capital Advisors, LLC in Grand Rapids, MI. Mark has been in the industry since 2006. Mark's primary business is providing financial planning and portfolio management services. Mark is a Certified Financial Planner and holds the Series 7, Series 24, Series 63 and Series 65 licenses. Mark has previously worked at Amerprise Financial Services, Inc. and Scottrade, Inc.

Firm Information

Mark Satkoski is currently registered with Midwest Capital Advisors, LLC. Midwest Capital Advisors, LLC is a Grand Rapids, MI-based investment advisor with over $947 million in regulatory assets under management. The firm provides financial planning, portfolio management, and retirement plan consulting services to individuals, businesses, pension plans, and charitable organizations. They have a team of 7 investment advisor representatives.
Midwest Capital Advisors, LLC

630 KENMOOR AVE. SE

GRAND RAPIDS, MI 49546

$947.30M

Assets Under Management

Not reported

Total Clients

7

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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retirement plan consulting

Retirement plan consulting

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

Consulting fees

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Mark Satkoski’s Registration & Firm History

MI

01/22/2015 - Present

Midwest Capital Advisors, LLC (GRAND RAPIDS MI)

MI

04/01/2013 - 01/15/2015

AMERIPRISE FINANCIAL SERVICES, INC. (GRAND RAPIDS MI)

MI

02/24/2006 - 04/02/2013

SCOTTRADE, INC. (PORTAGE MI)

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Licenses & Designations

IA

Issued 11/08/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/15/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/12/2009

Series 24 - General Securities Principal Examination

BC

Issued 01/15/2015

SIE - Securities Industry Essentials Examination

BC

Issued 02/23/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Richard Satkoski.
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