Mark R. Bova

LENITY FINANCIAL

Geneva, IL 60134

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CRD#: 3093543

Professional summary

Mark Robert Bova, CFP®, CIMA®, who also goes by Mark R Bova, is a registered financial advisor currently at LENITY FINANCIAL, INC. located in Geneva, Illinois.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Mark has worked at 6 firms and has passed the Series 66, SIE, Series 31, Series 7 and Series 24 exams.

Biography

Lisa Conrath-Bova and Mark Bova are the co-founders (wife/husband team) with more than 36 years combined experience collaborating with entrepreneurs, professionals, and business owners to create an environment where you and your family can more easily achieve a financially sustainable and healthful lifestyle. Located at 25 N. River Lane, Suite 1157 in Geneva, they are compassionate and knowledgeable wealth managers whose process is rooted in financial planning. They can be reached at 630.948.3330, info@lenityfinancial.com, and www.lenityfinancial.com.

Question & Answer

What are your service offerings?

Investment Planning

Estate Planning

Comprehensive Financial Planni...

Retirement Income Management

Small Business Planning

Inheritance

Employee and Employer Plan Ben...

Budgeting

Tax Planning

Socially Responsible Investing

Divorce Planning

Life Transitions

Retirement Planning

Business Succession Planning

Insurance Planning

What is your minimum asset requirement?

500K

Are you a "fiduciary"?

Yes

Aliases

Mark R Bova

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.

Simply Better Choices, LLC., non-investment related, 221 Jefferson Street, Geneva, IL 60134, A health and wellbeing blog, none, partner, no relation to Lenity Financial, Inc. other than the common ownership, start date (02/2016), no time is spent during securities trading hours, I don't actively participate in this company.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Robert Bova'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®

CFP^®

Certified Financial Planner

Start date: 2002

CIMA^®

Certified Investment Management Analyst

Experience

Current

July 25, 2016 - Present

LENITY FINANCIAL, INC.

Office #1: 25 North River Lane Suite 1157, Geneva, IL 60134Office #2: 724 West State Street Suite A, Geneva, IL 60134

RIA

CRD#: 283440

Geneva, IL

Past

March 4, 2014 - September 30, 2015

GUGGENHEIM INVESTMENTS

RIA

CRD#: 105477

NEW YORK, NY

Past

March 17, 2008 - September 30, 2015

GUGGENHEIM FUNDS DISTRIBUTORS, LLC

CRD#: 39805

chicago, IL

Past

June 27, 2007 - February 14, 2008

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

CHICAGO, IL

Past

June 27, 2007 - February 14, 2008

MORGAN STANLEY & CO. LLC

CRD#: 8209

CHICAGO, IL

Past

July 29, 2005 - April 26, 2007

FIFTH THIRD SECURITIES, INC.

RIA

CRD#: 628

WHEATON, IL

Past

February 2, 2005 - April 26, 2007

FIFTH THIRD SECURITIES, INC.

CRD#: 628

WHEATON, IL

Past

March 26, 1999 - September 14, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

NAPERVILLE, IL

Past

September 10, 1998 - September 14, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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

Illinois
(7/25/2016)

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 66

Date: 2/5/1999

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 9/30/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 12/5/2001

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 9/9/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/24/2012

General Securities Principal Examination

Current Firm

LENITY FINANCIAL, INC.

LENITY FINANCIAL, INC. | SIMPLY BETTER CHOICES, LLC

CRD#: 283440 / SEC#:

Illinois

Registered Investment Advisory firm - (7/25/2016 Approved)

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Contact information

Main Address

724 West State Street Suite A, Geneva, IL 60134

Mailing Address

Phone number

(630) 948-3330

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	50
AUM (Assets Under Management)	$ 80,508,693

Red Flags

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

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Advisor Monitoring

Firm Stability Insights

Mark R. Bova

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Robert Bova's CRS (Customer Relationship Summary).

Certified licenses

Experience

GUGGENHEIM INVESTMENTS

GUGGENHEIM FUNDS DISTRIBUTORS, LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

FIFTH THIRD SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 2/5/1999

SIE

Date: 9/30/2015

Series 31

Date: 12/5/2001

Series 7

Date: 9/9/1998

Series 24

Date: 9/24/2012

Current Firm

LENITY FINANCIAL, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LENITY FINANCIAL, INC.

TRUST BUT VERIFY

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