Mark Guilliatt
Mark Guilliatt is a CFP, ChFC-designated registered investment advisor at Afsc Advisors, INC, based in Council Bluffs, IA, with 31 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 190 clients with $32M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Fees are negotiable.
Fee Estimator
Location
149 W. Broadway, Council Bluffs, IA, 51503
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2022Other Business Activities
Mark manages real estate, dedicating about half his time to this activity. He also spends a few hours per week on Nebraska Medicaid planning and application processing.
Employment History
Current Registrations
Afsc Advisors, INC
Previous Registrations
Great Point Capital LLCBroker
Intervest International, INC.
Intervest International Equities CorporationBroker
Richard B. Vance & CompanyBroker
1717 Capital Management CompanyBroker
Princor Financial Services CorporationBroker
First Lincoln Investments, 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.