MK
MK

Mark David Keffer

11 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningDivorce PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
1,989 clients
Average Client Portfolio
$774K average
Assets Under Management
$1.5B

Fee Structure

Minimum Annual Fee:$5,000
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Location

3500 Oak Lawn Ave, Ste 400, Dallas, TX, 75219

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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 operates MK Financial Services as a sole proprietor, offering securities, investment advisory services, and insurance products through Institutional Securities Corp, ISC Advisors, and Investment Sales Corp. He also is a member of Texas North Mster Networks, spending a few hours per week referring new chapter members.

Employment History
Current Registrations
Isc Advisors, INC.
May 2016 - Present · 9 yrs 9 mos
Institutional Securities CorporationBroker
May 2016 - Present · 9 yrs 9 mos
Previous Registrations
Ameriprise Financial Services, INC.
July 2014 - May 2016 · 1 yr 10 mos
Ameriprise Financial Services, INC.Broker
June 2014 - May 2016 · 1 yr 11 mos
State Registrations13 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.