Mark Josefczyk is a registered investment advisor at Connetic Ventures, based in Covington, KY, with 32 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients with $39M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
910 Madison Avenue, Covington, KY, 41011
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mark is the Managing Director of a consulting firm that helps Registered Investment Advisors grow their businesses, including hosting networking events. He is also the Chairman of a National Study Group of Financial Advisors, spending about a quarter of his time on these activities.
Employment History
Current Registrations
Connetic Ventures
Previous Registrations
Argi Investment Services, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
The Huntington Investment CompanyBroker
Haberer Registered Investment Advisor INC
Charles Schwab & CO., INC.Broker
Carroll Mcentee & Mcginley IncorporatedBroker
Cm&m Futures INC.Broker
Charles Schwab & CO., INC.Broker
First Affiliated Securities, INC.Broker
R. G. Bradley InvestmentsBroker
Planned Investments INC.Broker
State Registrations1 state
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.