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Mark Warren Bucholtz

11 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
459 clients
Average Client Portfolio
$533K average
Assets Under Management
$244.7M

Fee Structure

Financial Planning:Included in AUM fee
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Location

6540 SW 10th Avenue, Topeka, KS, 66615

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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 ActivitiesSells Insurance

Mark is an independent insurance agent for various independent insurance companies since 2014, dedicating a few hours per week. He also teaches a class on basic budgeting and finance at Cair Paravel Latin School since 2018, also dedicating a few hours per week.

Employment History
Current Registrations
Cornerstone Advisors
September 2014 - Present · 11 yrs 5 mos
Previous Registrations
Cambridge Investment Research, INC.Broker
January 2014 - December 2018 · 4 yrs 11 mos
State Registrations2 states
KSTX
Advisor
Exams
No exam information available for this advisor.