Mark Loftus
Mark Loftus is a registered investment advisor at G. A. Repple & Company, based in Auburn, CA, with 10 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 1 more. Their firm serves 3,487 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
G.A. Repple & Company offers investment management services where advisors manage your investments. These accounts can be managed with or without your prior approval for each trade. You can also access third-party asset managers through GAR. Fees vary depending on the program chosen.
Direct Asset Management Services offer both wrap and non-wrap fee options. Wrap accounts bundle advisory and transaction fees into one fee. Non-wrap accounts charge advisory fees and separate transaction fees.
GAR also offers the GA Repple Optimized Investment Platform wrap program with ETF and Biblically Responsible Investing strategies. FMAX wrap programs and UMA programs are also available. Fees are calculated monthly or quarterly and may be billed in advance or arrears.
Location
Auburn, CA
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2022Other Business ActivitiesSells Insurance
Mark is a ministries director at Elevation Church and teaches Spanish & Latin at John Adams Academy full-time. He also works as an independent insurance representative marketing life insurance products a few hours per week.
Employment History
Current Registrations
G. A. Repple & Company
Previous Registrations
Integrity Investors, L.L.C.
Creative Financial Designs, INC.
Hbw Advisory Services LLC
Hbw Advisory Services LLC
State Registrations3 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.