Mark Fink is a CFP-designated registered investment advisor at Morgan Stanley, based in Grand Rapids, MI, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
99 Monroe Ave NW, Grand Rapids, MI, 49503
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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 broker selling fixed annuities since November 2023. He also works as a financial advisor at Comerica Financial Advisors and is involved with Financial Oxygen/Maestro, a cash management platform; each of these activities takes about a third of his time.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Comerica SecuritiesBroker
Comerica Securities
The Huntington Investment CompanyBroker
Donaldson, Lufkin & Jenrette Securities CorporationBroker
State Registrations18 states
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