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MF

Mark D. Foster

KIRR, MARBACH & COMPANY
COLUMBUS, IN 47202-1729
Some features on this profile are disabled
CRD#: 4342080
MF

Professional summary

Mark David Foster is a registered financial advisor currently at KIRR, MARBACH & COMPANY, LLC located in Columbus, Indiana.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Mark has worked at 1 firm .

top-8-questions

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 David Foster'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

June 30, 1999 - Present

KIRR, MARBACH & COMPANY, LLC

Office #1: 621 Washington Street, Columbus, IN 47202-1729
RIA
CRD#: 104634
COLUMBUS, IN

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".
KM
KIRR, MARBACH & COMPANY, LLC
KIRR, MARBACH & COMPANY, LLC

CRD#: 104634 / SEC#: 801-10809

RIA
Registered Investment Advisory firm - (6/2/1975 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
Indiana
(6/30/1999)

Exams

Current Firm

KM
KIRR, MARBACH & COMPANY, LLC
KIRR, MARBACH & COMPANY, LLC

CRD#: 104634 / SEC#: 801-10809

RIA
Registered Investment Advisory firm - (6/2/1975 Approved)
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Contact information

Main Address
621 Washington Street, Columbus, IN 47201-6231
Mailing Address
621 Washington Street, Columbus, IN 47201-6231
Phone number
(812) 376-9444
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV-PART 2A/BROCHURE (3/24/2025)
ADV-PART 2B/BROCHURE SUPPLEMENT/MICKEY KIM (3/24/2025)
ADV-PART 2B/BROCHURE SUPPLEMENT/MARGARET KAMMAN (3/24/2025)
ADV-PART 2B/BROCHURE SUPPLEMENT/MATTHEW KIRR (3/24/2025)
ADV-PART 2B/BROCHURE SUPPLEMENT/ZACHARY GREINER (3/24/2025)
ADV-PART 2B/BROCHURE SUPPLEMENT/MARK FOSTER (3/24/2025)

Regulatory assets under management

Total Number of Accounts259
AUM (Assets Under Management)$ 513,386,257

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.

Company Information

KIRR, MARBACH & COMPANY, LLC

CRD#: 104634Columbus, IN 47202-1729

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