MK
CFP
MK
CFP

Mark Killingsworth

40 Years of Experience
Beaver Dam, WI
Broker

Mark Killingsworth is a CFP-designated registered investment advisor, based in Beaver Dam, WI, with 40 years of industry experience.

Location

215 Corporate Drive, Suite B, Beaver Dam, WI, 53916

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Mark is an owner and manager/financial advisor at Killingsworth & Vessey Financial Partners, dedicating about half of his time. He also serves as a board member and committee member for the YMCA of Dodge County, spending minimal time and monitoring endowment funds.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2020 - Present · 6 yrs 8 mos
Raymond James Financial Services, INC.Broker
January 2020 - Present · 6 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2008 - January 2020 · 12 yrs
Wells Fargo Clearing Services, LLC
January 2008 - January 2020 · 12 yrs
A. G. Edwards & Sons, INC.Broker
May 1992 - January 2008 · 15 yrs 8 mos
Kemper Securities Group, INC.Broker
September 1990 - May 1992 · 1 yr 8 mos
Blunt Ellis & Loewi IncorporatedBroker
March 1986 - September 1990 · 4 yrs 6 mos
State Registrations16 states
AZCACOFLIAILINKSMIMNORSCTXVAWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Mark Killingsworth - Financial Advisor | TrueAdvisor