Mark Lupton
Mark Lupton is a CFP-designated registered investment advisor at Northwestern Mutual Investment Services,llc, based in Spokane Valley, WA, with 24 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 1 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
12939 E Pinecroft Way, Suite 200, Spokane Valley, WA, 99216
Get directionsHistory
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 may earn commissions from insurance sales not affiliated with Northwestern Mutual, including life, health, annuity, and disability income insurance. He also has several business and real estate ownership interests, and serves on the board of trustees for Whitworth University.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations28 states
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
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