CFA · CFP
CFA · CFP
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fixed/Hourly
Firm Size
2 advisors
Number of Clients
137 clients
Average Client Portfolio
$890K average
Assets Under Management
$122.0M
Fee Structure
Financial Planning:Included in AUM fee
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Contact
Mark Allen Schweiss
Location
1807 Park Avenue, St. Louis, MO, 63104
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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.
Learn about disclosures →Other Business Activities
Mark is a managing partner of At Last, 2016 LLC, a real estate investment LLC, since 2019. He spends minimal time on bookkeeping and property repairs.
Employment History
Current Registrations
Modern Dollar Planning, LLC
December 2017 - Present · 8 yrs 2 mos
Previous Registrations
Hightower Securities, LLCBroker
August 2016 - September 2017 · 1 yr 1 mo
Hightower Advisors, LLC
August 2016 - September 2017 · 1 yr 1 mo
Kestra Advisory Services, LLC
April 2016 - August 2016 · 4 mos
Kestra Investment Services, LLCBroker
September 2008 - August 2016 · 7 yrs 11 mos
NFP Advisor Services, LLC
September 2008 - August 2016 · 7 yrs 11 mos
Moneta Group Investment Advisors, LLC
June 2007 - August 2008 · 1 yr 2 mos
Wealth Enhancement Brokerage Services, LLCBroker
February 2007 - April 2007 · 2 mos
Linsco/private Ledger CORP.Broker
February 2007 - May 2007 · 3 mos
Sii Investments, INC.Broker
September 2004 - February 2007 · 2 yrs 5 mos
Wells Fargo Brokerage Services, L.L.C.Broker
December 2000 - August 2002 · 1 yr 8 mos
Wells Fargo Investments, LLCBroker
December 2000 - August 2004 · 3 yrs 8 mos
Wells Fargo Securities INC.Broker
November 2000 - May 2001 · 6 mos
Wells Fargo Brokerage Services, L.L.C.Broker
October 2000 - December 2000 · 2 mos
Lincoln Financial Advisors CorporationBroker
May 2000 - September 2000 · 4 mos
The Lincoln National Life Insurance CompanyBroker
May 2000 - September 2000 · 4 mos
Larsonallen Financial, LLCBroker
January 2000 - May 2000 · 4 mos
State Registrations4 states
CAILMOTX
Advisor
Exams
No exam information available for this advisor.
Contact
Mark Allen Schweiss