Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Steven Horstmann is a financial advisor at Cambridge Investment Research Advisors, Inc. Mark has been in the industry since 1999 and is registered to provide investment advice in 10 states. Mark is also a Certified Financial Planner and a Personal Financial Specialist. In addition to his role at Cambridge Investment Research Advisors, Inc., Mark is also an Independent Insurance Agent for various Independent Insurance Companies and the owner/member/dba of Wealth Management Group of KC LC.
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.
Guidance on pension options to ensure a secure financial future.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MO
06/03/2021 - Present
Cambridge Investment Research Advisors, Inc. (Gladstone MO)
MO
06/28/2013 - 06/08/2021
GENEOS WEALTH MANAGEMENT, INC. (GLADSTONE MO)
MO
01/01/2004 - 07/09/2013
CETERA ADVISORS LLC (KANSAS CITY MO)
OH
12/07/1999 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
BC
Issued 12/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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