Mark Schindler
Mark Schindler is a CFP-designated registered investment advisor at Gwn Securities INC., based in Palm Beach Gardens, FL, with 43 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 37,091 clients with $3.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GWN Securities offers several managed account programs with fees based on a percentage of your portfolio's value. These fees are typically billed quarterly. The specific fees vary depending on the program you choose and the amount you invest. Some programs have minimum account sizes and platform fees. GWN's fees do not include brokerage and custodial services. GWN may also recommend third-party money managers, which will result in additional fees.
Location
11440 North Jog Road, Palm Beach Gardens, FL, 33418-3764
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2006Other Business ActivitiesSells Insurance
Mark owns rental property since 2015, dedicating minimal time to record keeping and tenant communication. Mark also works as an agent for Capstone Health Plan, presenting self-insured medical reimbursement plans, spending a few hours per week on this activity.
Employment History
Current Registrations
Gwn Securities INC.
Gwn Securities INC.Broker
Previous Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Brookstreet Capital Management
Brookstreet Securities CorporationBroker
H.J. Meyers & CO., INC.Broker
Asb Financial ServicesBroker
Ba Investment Services, INC.Broker
Gna Securities, INC.Broker
American Express Financial Advisors INC.Broker
Norstar Brokerage CorporationBroker
State Registrations3 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.