MK
MK

Mark Kinney

28 Years of Experience
Tucson, AZ
BrokerSells Insurance

Mark Kinney is a registered investment advisor, based in Tucson, AZ, with 28 years of industry experience.

Location

4511 N Campbell Ave #255, Tucson, AZ, 85718-6423

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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 ActivitiesSells Insurance

Mark is involved in several businesses, including Strategic Advisors (insurance sales), Moore Financial Strategies (insurance agency writing life, annuities, and LTC), Mark Kinney, PLLC (insurance sales commissions), and OMG Gourmet Desserts (dessert wholesaler and manufacturer). The insurance businesses take up nearly all of Mark's time.

Employment History
Current Registrations
The Leaders Group, INC.
May 2025 - Present · 1 yr
The Leaders Group, INC.Broker
May 2025 - Present · 1 yr
Greenberg Financial Group
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Greenberg Financial Group
November 2023 - January 2025 · 1 yr 2 mos
Greenberg Financial GroupBroker
September 2017 - January 2025 · 7 yrs 4 mos
Gradient Securities, LLCBroker
April 2013 - May 2017 · 4 yrs 1 mo
Brooklight Place Securities, INC.Broker
January 2012 - April 2013 · 1 yr 3 mos
The O.N. Equity Sales CompanyBroker
February 2009 - January 2011 · 1 yr 11 mos
Scf Securities, INC.Broker
October 2005 - November 2008 · 3 yrs 1 mo
Park Avenue Securities LLCBroker
May 1999 - May 2005 · 6 yrs
Guardian Investor Services CorporationBroker
April 1999 - May 1999 · 1 mo
Northwestern Mutual Investment Services, LLCBroker
August 1995 - January 1999 · 3 yrs 5 mos
Robert W. Baird & CO. IncorporatedBroker
August 1995 - December 1998 · 3 yrs 4 mos
State Registrations1 state
AZ
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 Kinney - Financial Advisor | TrueAdvisor