5005 Rockside Road, Suite 1200, Independence, OH, 44131-6829
Get directionsNo 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 →Mark is a managing member and 60% owner of Strategic Wealth Planners, LLC, an insurance agency, and spends minimal time on it. He also manages SWP Performance, LLC (hosts car events), Strategic Media, LLC (audio visual services), and MT Crossview Properties, LLC (rental real estate), each requiring minimal time.