Mark Schmerge is a ChFC-designated registered investment advisor, based in Cincinnati, OH, with 44 years of industry experience.
Location
700 W. Pete Rose Way, Suite 5D, Cincinnati, OH, 45203
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark is an independent insurance agent, a licensed registered investment advisor, and the president of Schmerge Executive Planning Services, Inc. He also receives passive income from rental property.
Employment History
Current Registrations
Fortune Financial Services, INC.Broker
Schmerge Executive Planning Services, INC.
Previous Registrations
Regional Investment Services, INC.Broker
Alpha-Omega Capital CORPBroker
Securities America, INC.Broker
Vestax Securities CorporationBroker
Kavanaugh Securities, INC.Broker
Cigna Securities, INC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.