Mark Zapatka
Mark Zapatka is a ChFC-designated registered investment advisor at First Heartland Consultants, INC., based in Albuquerque, NM, with 29 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 6,461 clients with $2.1B 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 | 1.75% |
Maximum fee is 1.75% annually. Fees are negotiable and paid quarterly in advance.
Fee Estimator
Location
6605 Uptown Blvd Ne, #280, Albuquerque, NM, 87110
Get directionsHistory
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 a managing partner/president at Axcess Financial Inc, offering insurance and financial services, including investments and employee benefits. He also owns Insurance Advisory Services Inc and is involved with First Heartland Consultants, MJK Services LLC, New Mexico Cannabis Chamber of Commerce, Wellness Programs Sales, and Amaze Health, many of which involve insurance-related activities.
Employment History
Current Registrations
First Heartland Consultants, INC.
First Heartland Capital, INC.Broker
First Heartland Capital, INC.
Previous Registrations
Princor Financial Services CorporationBroker
State Registrations4 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.
Exams
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