Mark T. Bourgeois

ACRYLIC FINANCIAL

Wichita, KS 67212

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CRD#: 4029981

Professional summary

Mark Thomas Bourgeois is a registered financial advisor currently at ACRYLIC FINANCIAL, INC. located in Wichita, Kansas.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Mark has worked at 15 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 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.

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * AVACAR FINANCIAL; SAME AS BRANCH; NON-INV REL; MORTGAGE BROKER; PRESIDENT/OWNER/AGENT; START DATE=10/2010; HRS/MO=5; TRADING HRS/MO=5; OFFER MORTGAGE SERVICES, FINDER ONLY *; INV REL; INS SALES; AGENT; START DATE=10/2010; HRS/MO=160; TRADING HRS/MO=160;* INV REL; FIXED INSURANCE SALES; AGENT; START DATE=03/2011; HRS/MO=2; TRADING HRS/MO=2; SALE OF FIXED PRODUCTS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Thomas Bourgeois'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®

None

Experience

Current

December 3, 2020 - Present

ACRYLIC FINANCIAL, INC.

Office #1: 900 N Tyler Rd Suite 7, Wichita, KS 67212

RIA

CRD#: 288263

Wichita, KS

Past

March 28, 2016 - October 11, 2019

ALPHASTAR CAPITAL MANAGEMENT

RIA

CRD#: 157423

Andover, KS

Past

November 11, 2010 - March 29, 2016

AMERITAS INVESTMENT COMPANY, LLC

RIA

CRD#: 14869

NASHUA, NH

Past

November 10, 2010 - March 29, 2016

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

NASHUA, NH

Past

February 4, 2009 - November 1, 2010

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

RIA

CRD#: 611

BEDFORD, NH

Past

January 9, 2009 - November 1, 2010

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

CRD#: 611

BEDFORD, NH

Past

August 7, 2008 - November 6, 2008

MFA ASSET MANAGEMENT, LLC

RIA

CRD#: 133164

TEWKSBURY, MA

Past

February 25, 2008 - April 11, 2008

CAMARDA WEALTH ADVISORY GROUP

RIA

CRD#: 113784

NASHUA, NH

Past

August 30, 2007 - February 8, 2008

CITIZENS SECURITIES, INC.

RIA

CRD#: 39550

NO. WALTHAM, MA

Past

August 30, 2007 - February 8, 2008

CITIZENS SECURITIES, INC.

CRD#: 39550

NO. WALTHAM, MA

Past

November 6, 2006 - March 27, 2007

FISHER INVESTMENTS

RIA

CRD#: 107342

HAMPTON, NH

Past

April 19, 2006 - July 25, 2006

FBL MARKETING SERVICES, LLC

CRD#: 5309

AUGUSTA, KS

Past

October 31, 2005 - April 4, 2006

OSAIC SERVICES, INC.

CRD#: 133763

BEDFORD, NH

Past

September 13, 2004 - April 19, 2006

THE HOUSEHOLDER GROUP, ESTATE & RETIREMENT SPECIALISTS

RIA

CRD#: 107773

BEDFORD, NH

Past

September 19, 2003 - October 31, 2005

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Past

April 2, 2003 - September 11, 2003

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

March 27, 2003 - September 11, 2003

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

November 15, 1999 - September 26, 2003

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

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".

ACRYLIC FINANCIAL, INC.

ACRYLIC FINANCIAL, INC. | CORNERSTONE FINANCIAL GROUP | BROKERS ALLIANCE INVESTMENTS, INC.

CRD#: 288263 / SEC#: 801-123623

RIA

Registered Investment Advisory firm - (4/6/2022 Approved)

Arizona

Registered Investment Advisory firm - (4/14/2022 Terminated)

California

Registered Investment Advisory firm - (5/14/2022 Terminated)

Colorado

Registered Investment Advisory firm - (4/15/2022 Terminated)

Florida

Registered Investment Advisory firm - (4/14/2022 Terminated)

Illinois

Registered Investment Advisory firm - (4/14/2022 Terminated)

Kansas

Registered Investment Advisory firm - (4/14/2022 Terminated)

Maryland

Registered Investment Advisory firm - (4/21/2022 Terminated)

Massachusetts

Registered Investment Advisory firm - (4/14/2022 Terminated)

Michigan

Registered Investment Advisory firm - (4/20/2022 Terminated)

Nebraska

Registered Investment Advisory firm - (4/14/2022 Terminated)

North Dakota

Registered Investment Advisory firm - (4/14/2022 Terminated)

Oklahoma

Registered Investment Advisory firm - (4/14/2022 Terminated)

Texas

Registered Investment Advisory firm - (4/14/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(12/3/2020)

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: 8/30/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/15/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 3/29/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/22/2012

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/12/1999

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 7/29/2004

Investment Company Products/Variable Contracts Principal Examination

Current Firm

ACRYLIC FINANCIAL, INC.

ACRYLIC FINANCIAL, INC. | CORNERSTONE FINANCIAL GROUP | BROKERS ALLIANCE INVESTMENTS, INC.

CRD#: 288263 / SEC#: 801-123623

RIA

Registered Investment Advisory firm - (4/6/2022 Approved)

Arizona

Registered Investment Advisory firm - (4/14/2022 Terminated)

California

Registered Investment Advisory firm - (5/14/2022 Terminated)

Colorado

Registered Investment Advisory firm - (4/15/2022 Terminated)

Florida

Registered Investment Advisory firm - (4/14/2022 Terminated)

Illinois

Registered Investment Advisory firm - (4/14/2022 Terminated)

Kansas

Registered Investment Advisory firm - (4/14/2022 Terminated)

Maryland

Registered Investment Advisory firm - (4/21/2022 Terminated)

Massachusetts

Registered Investment Advisory firm - (4/14/2022 Terminated)

Michigan

Registered Investment Advisory firm - (4/20/2022 Terminated)

Nebraska

Registered Investment Advisory firm - (4/14/2022 Terminated)

North Dakota

Registered Investment Advisory firm - (4/14/2022 Terminated)

Oklahoma

Registered Investment Advisory firm - (4/14/2022 Terminated)

Texas

Registered Investment Advisory firm - (4/14/2022 Terminated)

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Contact information

Main Address

16930 East Palisades Blvd. Suite 100-c, Fountain Hills, AZ 85268

Mailing Address

Phone number

(833) 422-7954

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ACRYLIC FINANCIAL, INC. FORM ADV PART 2A FIRM BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts	298
AUM (Assets Under Management)	$ 58,442,331

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 T. Bourgeois

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Thomas Bourgeois's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALPHASTAR CAPITAL MANAGEMENT

AMERITAS INVESTMENT COMPANY, LLC

AMERITAS INVESTMENT COMPANY, LLC

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

MFA ASSET MANAGEMENT, LLC

CAMARDA WEALTH ADVISORY GROUP

CITIZENS SECURITIES, INC.

CITIZENS SECURITIES, INC.

FISHER INVESTMENTS

FBL MARKETING SERVICES, LLC

OSAIC SERVICES, INC.

THE HOUSEHOLDER GROUP, ESTATE & RETIREMENT SPECIALISTS

SUNAMERICA SECURITIES, INC.

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

NEW ENGLAND SECURITIES

Primary Firm SEC Registration

ACRYLIC FINANCIAL, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/30/2004

Series 63

Date: 11/15/1999

SIE

Date: 3/29/2016

Series 7

Date: 2/22/2012

Series 6

Date: 11/12/1999

Series 26

Date: 7/29/2004

Current Firm

ACRYLIC FINANCIAL, INC.

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ACRYLIC FINANCIAL, INC.

TRUST BUT VERIFY

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