MJ
CFP
MJ
CFP

Mark Janszen

18 Years of Experience
Cincinnati, OH
May Earn Commission

Mark Janszen is a CFP-designated registered investment advisor at Pca Investment Advisory Services, INC., based in Cincinnati, OH, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,196 clients with $3.6B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
1,196 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$3.6B

Fee Structure

PCA Investment Advisory Services offers investment advisory services where fees are charged as a percentage of your portfolio, generally ranging between 0.05% and 0.75% annually. The specific fee depends on the amount of assets managed and the scope of services provided. If PCA acts as an ERISA Section 3(38) consultant, an additional fee ranging from 0.01% to 0.25% per year will apply.

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Location

2133 Luray Avenue, Cincinnati, OH, 45206

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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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Employment History
Current Registrations
Pca Investment Advisory Services, INC.
November 2011 - Present · 14 yrs 6 mos
Previous Registrations
L.M. Kohn & CompanyBroker
October 2010 - December 2017 · 7 yrs 2 mos
Wells Fargo Advisors, LLC
January 2008 - September 2010 · 2 yrs 8 mos
Wells Fargo Advisors, LLCBroker
January 2008 - September 2010 · 2 yrs 8 mos
A. G. Edwards & Sons, INC.
October 2007 - January 2008 · 3 mos
A. G. Edwards & Sons, INC.Broker
October 2007 - January 2008 · 3 mos
State Registrations1 state
OH
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.
Mark Janszen - Financial Advisor | TrueAdvisor