Mark Rupp is a CFP-designated registered investment advisor, based in Boise, ID, with 19 years of industry experience.
Location
6663 N Glenwood St, Boise, ID, 83714
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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 a partner at Capital Financial Solutions, LLC, and buys/sells/rents real estate. He also sells fixed insurance products and is the owner/president of Rupp Financial Companies, Inc., which also sells fixed insurance products, life, disability, and long-term care insurance.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
J P Turner & Company Capital Management, LLC
J.P. Turner & Company, L.L.C.Broker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations14 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.