Mark Sewalson
Mark Sewalson is a registered investment advisor at Axxcess Wealth Management, LLC, based in Overland Park, KS, with 42 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 8,726 clients with $6.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Axxcess Wealth Management's fees for wealth management and customized portfolio platform services range from 0.15% to 2.00% annually, based on the value of your investments. The firm also offers sleeve manager strategy services with fees ranging from 0.08% to 1.25% annually. Fees are based on the scope and complexity of services, the amount of assets managed, and the overall relationship with the firm. Fees may be negotiable.
Location
7400 West 130th Street, Suite 230, Overland Park, KS, 66062
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 1999Criminal
June 1974Other Business ActivitiesSells Insurance
Mark has 50% ownership in Sewalson Milazzo Financial Consulting Group, LLC, taking nearly full-time. He also sells accident, health, sickness, and life insurance, dedicating about 10-20% of his time to this. Additionally, Mark owns a photography business, serves as co-trustee for a family member's trust, and is a board member for a charitable organization, each requiring minimal time.
Employment History
Current Registrations
Axxcess Wealth Management, LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
George K. Baum & CompanyBroker
Smith Barney INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations2 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.