MJ

Mark S. Januszewski

TAX ADVANTAGE ADVISORS
Overland Park, KS 66221
Some features on this profile are disabled
CRD#: 2114792
MJ

Professional summary


Mark S Januszewski is a registered financial advisor currently at TAX ADVANTAGE ADVISORS, INC. located in Overland Park, Kansas.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Mark has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 62 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.

CRS (Client Relationship Summary) - RIA


Click below to view Mark S Januszewski's 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®
None

Experience


Current

October 18, 2007 - Present

TAX ADVANTAGE ADVISORS, INC.

Office #1: 9120 W. 135th Street Suite 202, Overland Park, KS 66221
RIA
CRD#: 143426
Overland Park, KS
Past

September 10, 2020 - June 5, 2024

M. S. HOWELLS & CO.

BD
CRD#: 104100
OVERLAND PARK, KS
Past

April 28, 1999 - September 10, 2020

SECURITIES SERVICE NETWORK, LLC

BD
CRD#: 13318
OVERLAND PARK, KS
Past

September 14, 1994 - April 28, 1999

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA
Past

September 5, 1991 - August 19, 1994

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

September 5, 1991 - August 19, 1994

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA

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
Kansas
(10/18/2007)
IAR
Missouri
(6/10/2011)
IAR
Texas
(8/17/2020)

Exams


State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 11/18/1998
Corporate Securities Limited Representative Examination
General Industry/Product Exam

Current Firm


TA
TAX ADVANTAGE ADVISORS, INC.
TAX ADVANTAGE ADVISORS, INC.

CRD#: 143426 / SEC#:

Kansas
Registered Investment Advisory firm - (10/18/2007 Approved)
Missouri
Registered Investment Advisory firm - (6/10/2011 Approved)
Texas
Registered Investment Advisory firm - (8/17/2020 Conditional Restricted)
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Contact information


Main Address
9120 W. 135th Street Suite 202, Overland Park, KS 66221
Mailing Address
Po Box 23800, Overland Park, KS 66283
Phone number
(913) 735-7771
Established
Firm type
Fiscal year end
# of Employees
1

Regulatory assets under management


Total Number of Accounts368
AUM (Assets Under Management)$ 67,857,268

Red Flags


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Company Information


TAX ADVANTAGE ADVISORS, INC.

CRD#: 143426Overland Park, KS 66221

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