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Mark Menges

28 Years of Experience
Worthington, OH
BrokerSells Insurance

Mark Menges is a registered investment advisor, based in Worthington, OH, with 28 years of industry experience.

Location

6797 High Street, Worthington, OH, 43085

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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 the President of Compass Financial Group, a registered investment advisor, dedicating about half of his time to helping clients invest money. He also owns real estate investment companies and places fixed annuity business and offers long term care products, dedicating minimal time to each.

Employment History
Current Registrations
Westminster Financial Securities, INC.Broker
July 2022 - Present · 3 yrs 10 mos
Westminster Financial Securities, INC.
July 2022 - Present · 3 yrs 10 mos
Compass Financial Group, INC.
October 2004 - Present · 21 yrs 7 mos
Previous Registrations
The O.N. Equity Sales CompanyBroker
July 1997 - July 2022 · 25 yrs
State Registrations24 states
AZCACTFLGAIAILINKYMAMIMONCNHNYOHOKPASCSDTNTXVAWV
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 Menges - Financial Advisor | TrueAdvisor