Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
236 clients
Average Client Portfolio
$546K average
Assets Under Management
$128.8M
Fee Structure
Minimum Investment:$50K
RPR Financial charges a percentage of your portfolio's value each year for investment management. The exact fee is negotiated with each client, but it can be up to 1.75%. Clients with smaller accounts may pay higher fees.
Loading...
Location
8575 W. 110th St., Suite 314, Overland Park, KS, 66210
Get directionsHistory
Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2006Award / Judgment
Customer Dispute
October 2005Settled
Customer Dispute
October 2002Award / Judgment
Other Business Activities
Mark owns rental real estate properties since 2009. He spends about 10-20% of his time on this activity.
Employment History
Current Registrations
Rpr Financial
May 2023 - Present · 2 yrs 10 mos
Previous Registrations
Rpr Financial
November 2021 - January 2022 · 2 mos
Iht Wealth Management LLC
January 2020 - July 2023 · 3 yrs 6 mos
LPL Financial LLC
February 2018 - January 2020 · 1 yr 11 mos
Personal Financial Group
January 2017 - June 2019 · 2 yrs 5 mos
Personal Financial Group
February 2013 - December 2016 · 3 yrs 10 mos
LPL Financial LLCBroker
February 2013 - January 2020 · 6 yrs 11 mos
RBC Capital Markets, LLC
May 2009 - February 2013 · 3 yrs 9 mos
RBC Capital Markets, LLCBroker
May 2009 - February 2013 · 3 yrs 9 mos
Oppenheimer & CO. INC.
July 2008 - May 2009 · 10 mos
Oppenheimer & CO. INC.Broker
July 2008 - May 2009 · 10 mos
Banc of America Investment Services, INC.
July 2003 - July 2008 · 5 yrs
Banc of America Investment Services, INC.Broker
July 2003 - July 2008 · 5 yrs
Umb Scout Brokerage Services, INC.
November 2002 - August 2003 · 9 mos
Umb Scout Brokerage Services, INC.Broker
April 1996 - August 2003 · 7 yrs 4 mos
Banc IV Investments, INC.Broker
June 1995 - April 1996 · 10 mos
Piper Jaffray INC.Broker
July 1994 - June 1995 · 11 mos
State Registrations2 states
KSTX
Advisor
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.