MK
MK

Mark Kissinger

23 Years of Experience
Frisco, TX
2 DisclosuresBrokerSells Insurance

Mark Kissinger is a registered investment advisor at Eagle Strategies LLC, based in Frisco, TX, with 23 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2404 advisors
Number of Clients
111,361 clients
Average Client Portfolio
$228K average
Assets Under Management
$25.4B

Fee Structure

Eagle Strategies offers investment advice through several programs:

  • Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
  • New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
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Location

2600 Network Blvd, Suite 130, Frisco, TX, 75034

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History

Regulatory History (2)
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Customer Dispute
January 2026
Pending
Customer Dispute
February 2009
Settled
Other Business ActivitiesSells Insurance

Mark is involved in insurance brokering through outside carriers and GA Brokers Alliance, dedicating minimal time. He also holds a Property and Casualty license and operates under the DBA Kissinger Financial Services LLC to sell New York Life products and broker non-registered insurance products.

Employment History
Current Registrations
Eagle Strategies LLC
March 2023 - Present · 3 yrs 2 mos
Nylife Securities LLCBroker
November 2018 - Present · 7 yrs 6 mos
Previous Registrations
Allstate Financial Services, LLCBroker
April 2012 - November 2018 · 6 yrs 7 mos
UBS Financial Services INC.Broker
August 2007 - November 2011 · 4 yrs 3 mos
UBS Financial Services INC.
August 2007 - November 2011 · 4 yrs 3 mos
A. G. Edwards & Sons, INC.
September 2002 - August 2007 · 4 yrs 11 mos
A. G. Edwards & Sons, INC.Broker
August 2002 - August 2007 · 5 yrs
State Registrations5 states
FLMOPATXUT
AdvisorBrokerBoth

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.