Mark Ballenger
Mark Ballenger is a registered investment advisor at Certified Planning Services, LLC, based in Ponte Vedra Beach, FL, with 21 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 $28M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
822 N A1A Highway, Suite 310, Ponte Vedra Beach, FL, 32082
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark is an independent insurance agent for various insurance companies. He also works as adjunct faculty at Colorado Mountain College and affiliate faculty at Metropolitan State University, dedicating about 10-20% of his time and minimal time respectively.
Employment History
Current Registrations
Certified Planning Services, LLC
Previous Registrations
Certified Planning Services, LLC
The Institute
Ewealth Consulting, LLC
Cambridge Investment Research Advisors, INC.
Charles Schwab & CO., INC.
A. G. Edwards & Sons, INC.
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.