Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Tillman Pratt is a financial advisor with Creative Planning. Mark has been in the financial services industry since 2000 and has experience working with individuals, families, and businesses. Mark holds the Series 6, Series 63, and SIE licenses. Mark is a Certified Financial Planner (CFP) and specializes in financial planning, portfolio management, and pension consulting.
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.
A percentage of the total value of assets under management is charged.
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KS
02/18/2019 - Present
Creative Planning (OVERLAND PARK KS)
KS
04/27/2018 - 02/05/2019
GWFS EQUITIES, INC. (OVERLAND PARK KS)
CT
03/05/2003 - 08/05/2004
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
CT
08/21/2000 - 06/24/2003
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
MA
05/03/2000 - 08/31/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
06/22/1998 - 04/25/2000
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 05/10/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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