Unclaimed
Mark Kukielski is a registered Investment Advisor Representative with Financial & TAX Architects, LLC. Mark is active in Illinois, Missouri, Texas, Arizona and Virginia. Mark has been in the industry since October 2017. Mark provides financial planning, educational seminars and portfolio management for individuals. Mark is also a licensed insurance agent with FTA Insurance Services, LLC.
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.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services
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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MO
07/09/2021 - Present
Financial & TAX Architects, LLC (ST. LOUIS MO)
IA
Issued 10/03/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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