Mark W. Kamann

COMMON WEALTH MANAGEMENT LLC

Columbus, OH 43015

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CRD#: 2506981

Professional summary

Mark William Kamann, who also goes by Mark W Kamann, is a registered financial advisor currently at COMMON WEALTH MANAGEMENT LLC located in Columbus, Ohio and PHYSICIANS WEALTH SOLUTIONS, LLC located in Columbus, Ohio.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Mark has worked at 12 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mark W Kamann

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.

OWNER OF RESIDENTIAL RENTAL PROPERTY

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark William Kamann'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

March 22, 2010 - Present

COMMON WEALTH MANAGEMENT LLC

Office #1: 6816 Caine Road, Columbus, OH 43015

RIA

CRD#: 150464

Columbus, OH

Current

December 8, 2014 - Present

PHYSICIANS WEALTH SOLUTIONS, LLC

Office #1: 6816 Caine Road, Columbus, OH 43235

RIA

CRD#: 170623

COLUMBUS, OH

Past

March 13, 2009 - July 30, 2009

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

DUBLIN, OH

Past

March 13, 2009 - July 30, 2009

RBC CAPITAL MARKETS, LLC

CRD#: 31194

DUBLIN, OH

Past

November 8, 2007 - March 13, 2009

FERRIS, BAKER WATTS, LLC

RIA

CRD#: 285

DUBLIN, OH

Past

October 26, 2007 - March 13, 2009

FERRIS, BAKER WATTS, LLC

CRD#: 285

DUBLIN, OH

Past

April 2, 2007 - October 29, 2007

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

DUBLIN, OH

Past

April 2, 2007 - October 29, 2007

MORGAN STANLEY & CO. LLC

CRD#: 8209

DUBLIN, OH

Past

September 7, 2001 - April 2, 2007

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

DUBLIN, OH

Past

March 30, 2001 - April 2, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

DUBLIN, OH

Past

August 31, 1999 - April 6, 2001

NATCITY INSURANCE SERVICES, INC.

CRD#: 16989

CLEVELAND, OH

Past

August 3, 1998 - September 1, 1999

IFMG SECURITIES, INC.

CRD#: 14416

PURCHASE, NY

Past

June 1, 1996 - April 6, 2001

NATCITY INVESTMENTS, INC.

CRD#: 17490

CLEVELAND, OH

Past

October 19, 1995 - August 3, 1998

INDEPENDENT FINANCIAL SECURITIES, INC.

CRD#: 19924

Past

October 17, 1995 - June 1, 1996

NATIONAL CITY INVESTMENTS CORPORATION

CRD#: 17365

Past

December 1, 1994 - September 6, 1995

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

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

Ohio
(3/22/2010)

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: 7/28/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/2/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 4/3/2003

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 11/30/1994

General Securities Representative Examination

Current Firm

PHYSICIANS WEALTH SOLUTIONS, LLC

KAMANN, MARK W | PHYSICIANS WEALTH SOLUTIONS, LLC

CRD#: 170623 / SEC#:

Ohio

Registered Investment Advisory firm - (5/6/2014 Approved)

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Contact information

Main Address

6816 Caine Road, Columbus, OH 43235

Mailing Address

Phone number

(740) 417-4160

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	140
AUM (Assets Under Management)	$ 44,025,304

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 W. Kamann

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark William Kamann's CRS (Customer Relationship Summary).

Certified licenses

Experience

PHYSICIANS WEALTH SOLUTIONS, LLC

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

FERRIS, BAKER WATTS, LLC

FERRIS, BAKER WATTS, LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

NATCITY INSURANCE SERVICES, INC.

IFMG SECURITIES, INC.

NATCITY INVESTMENTS, INC.

INDEPENDENT FINANCIAL SECURITIES, INC.

NATIONAL CITY INVESTMENTS CORPORATION

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 65

Date: 7/28/2001

Series 63

Date: 12/2/1994

Series 31

Date: 4/3/2003

Series 7

Date: 11/30/1994

Current Firm

PHYSICIANS WEALTH SOLUTIONS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PHYSICIANS WEALTH SOLUTIONS, LLC

TRUST BUT VERIFY

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