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John Mark Willson

John M. Willson

QUEEQUEG & MUNGER | Private Wealth Advisor
Wichita, KS 67205
CRD#: 2035475
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John Mark Willson
John Mark WillsonQUEEQUEG & MUNGER

Professional summary

John Mark Willson, CFP® is a registered financial advisor currently at QUEEQUEG & MUNGER, LLC located in Wichita, Kansas and PRIVATE CLIENT SERVICES, LLC located in Wichita, Kansas.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. John has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 31, Series 7, Series 6, Series 10 and Series 9 exams.

Question & Answer

What are your service offerings?
Retirement Planning Strategies
Wealth Preservation Strategies
Retirement Income Strategies
Are you a "fiduciary"?
Yes

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) - RIA

Click below to view John Mark Willson's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Experience

Current

May 1, 2026 - Present

QUEEQUEG & MUNGER, LLC

Office #1: 7330 W 33rd Street North Suite 114, Wichita, KS 67205
RIA
CRD#: 341573
Wichita, KS
Current

May 1, 2026 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 7330 W 33rd St N Ste 114, Wichita, KS 67205
RIA
BD
CRD#: 120222
Wichita, KS
Past

October 5, 2009 - May 19, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
WICHITA, KS
Past

October 5, 2009 - May 19, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
WICHITA, KS
Past

November 10, 2008 - October 5, 2009

AMERIPRISE ADVISOR SERVICES, INC.

RIA
CRD#: 5979
WICHITA, KS
Past

November 2, 2007 - October 5, 2009

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
WICHITA, KS
Past

October 2, 2006 - November 7, 2007

EDWARD JONES

RIA
CRD#: 250
AUGUSTA, KS
Past

October 18, 1991 - November 7, 2007

EDWARD JONES

BD
CRD#: 250
AUGUSTA, KS
Past

June 22, 1990 - February 4, 1991

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680
NEWARK, NJ
Past

June 22, 1990 - February 4, 1991

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(5/1/2026)
RR
Arkansas
(5/1/2026)
RR
California
(5/1/2026)
RR
Florida
(5/1/2026)
RR
Iowa
(5/21/2026)
RR
Kansas
(5/1/2026)
IAR
Kansas
(5/1/2026)
RR
Massachusetts
(5/1/2026)
RR
Minnesota
(5/1/2026)
RR
Missouri
(5/1/2026)
RR
Nevada
(5/1/2026)
RR
New York
(5/1/2026)
RR
Oklahoma
(5/19/2026)
RR
South Carolina
(5/1/2026)
RR
Texas
(5/1/2026)
IAR
Texas
(5/1/2026)
RR
Washington
(5/21/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/31/2008
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 9/18/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 3/31/2009
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 9/12/1991
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 6/20/1990
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 1/30/2008
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 1/4/2008
General Securities Sales Supervisor - Options Module Examination
SRO Registrations
RR
FINRA

Current Firm

Q&
QUEEQUEG & MUNGER, LLC
QUEEQUEG & MUNGER, LLC

CRD#: 341573 / SEC#: 801-135904

RIA
Registered Investment Advisory firm - (4/22/2026 120-Day Approval)
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Contact information

Main Address
610 Collins Drive, Festus, MO 63028
Mailing Address
Phone number
(314) 607-4821
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR QUEEQUEG & MUNGER, LLC (3/20/2026)
0

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

QUEEQUEG & MUNGER, LLC

Private Wealth AdvisorCRD#: 341573Wichita, KS 67205

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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