Mark P. Janci

HALBERT HARGROVE

BELLEVUE, WA 98004

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CRD#: 2078142

Professional summary

Mark Peter Janci, AIF®, CFP® is a registered financial advisor currently at HALBERT HARGROVE located in Bellevue, Washington.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Mark has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

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 Mark Peter Janci'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Experience

Current

October 18, 2005 - Present

HALBERT HARGROVE

Office #1: 10900 Ne 8th Street Suite 1640, Bellevue, WA 98004

RIA

CRD#: 105515

BELLEVUE, WA

Past

October 21, 2005 - December 31, 2010

HALBERT, HARGROVE & CO.

CRD#: 2112

LONG BEACH, CA

Past

December 19, 2003 - September 16, 2005

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

BELLEVUE, WA

Past

May 10, 2002 - September 21, 2005

NETWORK PLANNING ADVISORS, L.L.C.

RIA

CRD#: 109000

BELLEVUE, WA

Past

March 11, 2002 - December 31, 2005

NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY

RIA

CRD#: 109729

MILWAUKEE, WI

Past

August 6, 1990 - January 1, 2002

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Past

August 6, 1990 - September 16, 2005

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MILWAUKEE, WI

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".

HALBERT HARGROVE

FUTURE-WISE | HALBERT, HARGROVE/RUSSELL LLC | HALBERT HARGROVE RUSSELL LLC | HALBERT HARGROVE GLOBAL ADVISORS, LLC | HALBERT HARGROVE

CRD#: 105515 / SEC#: 801-33048

RIA

Registered Investment Advisory firm - (10/13/1988 Approved)

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.

Highlighted states indicate IAR registrations

IAR

Texas
(12/14/2012)

IAR

Washington
(10/18/2005)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/23/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/2/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/22/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/2/1990

Investment Company Products/Variable Contracts Representative Examination

Current Firm

HALBERT HARGROVE

FUTURE-WISE | HALBERT, HARGROVE/RUSSELL LLC | HALBERT HARGROVE RUSSELL LLC | HALBERT HARGROVE GLOBAL ADVISORS, LLC | HALBERT HARGROVE

CRD#: 105515 / SEC#: 801-33048

RIA

Registered Investment Advisory firm - (10/13/1988 Approved)

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Contact information

Main Address

111 West Ocean Boulevard 23rd Floor, Long Beach, CA 90802-7908

Mailing Address

P.o. Box 1070, Long Beach, CA 90801-9931

Phone number

(562) 435-5657

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (31 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	4,671
AUM (Assets Under Management)	$ 3,516,418,609

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.

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Advisor Monitoring

Firm Stability Insights

Mark P. Janci

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Peter Janci's CRS (Customer Relationship Summary).

Certified licenses

Experience

HALBERT, HARGROVE & CO.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NETWORK PLANNING ADVISORS, L.L.C.

NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY

ROBERT W. BAIRD & CO. INCORPORATED

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

HALBERT HARGROVE

State Registrations and Notice Filings

Exams

Series 65

Date: 8/23/1999

Series 63

Date: 8/2/1990

Series 7

Date: 6/22/1999

Series 6

Date: 8/2/1990

Current Firm

HALBERT HARGROVE

Contact information

SEC notice filing (31 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HALBERT HARGROVE

TRUST BUT VERIFY

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