Mark Weiss is a registered investment advisor, based in Hebron, KY, with 26 years of industry experience.
Location
1843 Emory Ct., Hebron, KY, 41048
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Regulatory History (1)
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Customer Dispute
November 2013Denied
Other Business ActivitiesSells Insurance
Mark is an independent insurance agent for various companies through Wolf Creek Capital, and also an advisory representative of a RIA. He is also the president of Wolf Creek Capital LLC, part owner of MCWEI LLC holding a Hot Workx franchise, and owns real estate.
Employment History
Current Registrations
Cambridge Investment Research, INC.
May 2019 - Present · 7 yrs
Cambridge Investment Research Advisors, INC.
May 2019 - Present · 7 yrs
Cambridge Investment Research, INC.Broker
May 2019 - Present · 7 yrs
Previous Registrations
Ameriprise Financial Services, INC.
April 2000 - May 2019 · 19 yrs 1 mo
Ameriprise Financial Services, INC.Broker
January 2000 - May 2019 · 19 yrs 4 mos
Ids Life Insurance CompanyBroker
January 2000 - July 2006 · 6 yrs 6 mos
State Registrations11 states
AZCACOFLGAKYNCSCTNTXVA
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.