MK
MK

Mark Katzenberger

15 Years of Experience
Arlington, VA

Mark Katzenberger is a registered investment advisor at 401k and More, based in Arlington, VA, with 15 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 7 clients with $2.3M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$2.3M
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Location

Arlington, VA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Mark works as a Senior Manager/Data Management Lead at Accenture Federal Services, an IT consulting firm, since March 2022. This takes about a quarter of Mark's time.

Employment History
Current Registrations
401k and More
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
401k and More
October 2016 - December 2022 · 6 yrs 2 mos
401k and More
January 2009 - December 2014 · 5 yrs 11 mos
State Registrations1 state
VA
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.