ML
CFP
ML
CFP

Mark Bernard Levin

9 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningInsurance PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
283 clients
Average Client Portfolio
$118K average
Assets Under Management
$33.3M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
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Location

1483 Chippewa Trail, Wheeling, IL, 60090

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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 insurance broker, selling and servicing fixed insurance products since 2009, dedicating minimal time. He also offers traditional life insurance products since 2004, spending about 10-20% of his time on this.

Employment History
Current Registrations
Reap in Wealth Management, LLC
September 2020 - Present · 5 yrs 5 mos
Previous Registrations
Lincoln Financial Advisors Corporation
April 2009 - April 2010 · 1 yr
Legend Advisory CORP
April 2007 - April 2009 · 2 yrs
Raymond James Financial Services
May 2005 - March 2007 · 1 yr 10 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.
Mark Bernard Levin - Financial Advisor | TrueAdvisor