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MW

Mark A. Weber

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CRD#: 1033747
MW

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Mark Allen Weber was a registered financial professional .

Mark is a previously registered financial professional and started their career in finance in 1982. Mark had worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 14, 2012 - July 30, 2020

HUB INVESTMENT ADVISORS, INC

RIA
CRD#: 164600
OMAHA, NE
Past

December 11, 2000 - October 2, 2012

M HOLDINGS SECURITIES, INC.

RIA
CRD#: 43285
OMAHA, NE
Past

November 9, 2000 - October 15, 2020

M HOLDINGS SECURITIES, INC.

BD
CRD#: 43285
OMAHA, NE
Past

June 29, 1994 - November 10, 2000

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
BOSTON, MA
Past

August 7, 1987 - June 8, 1994

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

April 30, 1985 - July 11, 1987

SOUTHMARK FINANCIAL SERVICES, INC.

BD
CRD#: 6518
Past

July 21, 1983 - May 10, 1985

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

January 25, 1983 - August 6, 1983

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
Past

September 29, 1982 - January 2, 1988

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 2682

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HI
HUB INVESTMENT ADVISORS, INC
HUB INVESTMENT ADVISORS | SILVERSTONE ASSET MANAGEMENT, INC., A HUB INTERNATIONAL COMPANY | SILVERSTONE ASSET MANAGEMENT INC | HUB INVESTMENT ADVISORS, INC

CRD#: 164600 / SEC#: 801-76898

RIA
Registered Investment Advisory firm - (7/20/2012 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 4/8/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


HI
HUB INVESTMENT ADVISORS, INC
HUB INVESTMENT ADVISORS | SILVERSTONE ASSET MANAGEMENT, INC., A HUB INTERNATIONAL COMPANY | SILVERSTONE ASSET MANAGEMENT INC | HUB INVESTMENT ADVISORS, INC

CRD#: 164600 / SEC#: 801-76898

RIA
Registered Investment Advisory firm - (7/20/2012 Approved)
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Contact information


Main Address
11516 Miracle Hills Dr. Suite 100, Omaha, NE 68154
Mailing Address
Phone number
(402) 964-5400
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (10 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

HIA 3.2023 ADV PART 2A (3/27/2025)

Regulatory assets under management


Total Number of Accounts529
AUM (Assets Under Management)$ 2,073,694,709

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


HUB INVESTMENT ADVISORS, INC

CRD#: 164600

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