Mark Horstmann is a CFP, PFS-designated registered investment advisor, based in Gladstone, MO, with 26 years of industry experience.
Location
7514 N Oak Trafficway, Ste B, Gladstone, MO, 64118
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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 companies, spending minimal time on this. He is also an owner/member of Wealth Management Group of KC LC, dedicating full-time hours, and an advisory rep of a RIA, spending about half his time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research, INC.
Previous Registrations
Compass Wealth Management, INC.
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
Cetera Advisors LLC
Cetera Advisors LLCBroker
Vestax Securities Corporation
Vestax Securities CorporationBroker
State Registrations10 states
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