MS
MS

Mark Schaaf

24 Years of Experience
Kingwood, TX

Mark Schaaf is a registered investment advisor at B & V Advisors, LLC, based in Kingwood, TX, with 24 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
N/A
Firm Size
6 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Kingwood, TX

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History

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.

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Other Business Activities

Mark works as an independent consultant for Crowe LLP, a CPA firm. This activity takes up less than 10% of his time.

Employment History
Current Registrations
B & V Advisors, LLC
January 2009 - Present · 17 yrs 4 mos
Previous Registrations
Johnson, Bender & Company
November 2001 - December 2008 · 7 yrs 1 mo
State Registrations1 state
TX
Advisor

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.