Mark Kangas

NORTH STAR ADVISORY GROUP

Beachwood, OH 44122

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CRD#: 4545075

Professional summary

Mark Kangas is a registered financial advisor currently at NORTH STAR ADVISORY GROUP, LLC located in Beachwood, Ohio.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Mark has worked at 6 firms and has passed the Series 66, SIE, Series 31, Series 7, Series 10 and Series 9 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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Kangas'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

August 4, 2014 - Present

NORTH STAR ADVISORY GROUP, LLC

Office #1: 2000 Auburn Drive Suite 415, Beachwood, OH 44122

RIA

CRD#: 171694

Beachwood, OH

Past

June 3, 2013 - April 11, 2016

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

BEACHWOOD, OH

Past

May 31, 2013 - April 8, 2016

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

BEACHWOOD, OH

Past

January 16, 2009 - June 3, 2013

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RIA

CRD#: 793

PEPPER PIKE, OH

Past

January 16, 2009 - June 3, 2013

STIFEL, NICOLAUS & COMPANY, INCORPORATED

CRD#: 793

PEPPER PIKE, OH

Past

January 1, 2008 - January 28, 2009

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

BEACHWOOD, OH

Past

January 1, 2008 - January 28, 2009

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

BEACHWOOD, OH

Past

October 11, 2002 - January 1, 2008

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

BEACHWOOD, OH

Past

August 12, 2002 - January 3, 2008

A. G. EDWARDS & SONS, INC.

CRD#: 4

BEACHWOOD, OH

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".

NORTH STAR ADVISORY GROUP, LLC

NORTH STAR ADVISORY GROUP | NORTH STAR ADVISORY GROUP, LLC

CRD#: 171694 / SEC#: 801-123132

RIA

Registered Investment Advisory firm - (1/25/2022 Approved)

Florida

Registered Investment Advisory firm - (4/12/2016 Approved)

Ohio

Registered Investment Advisory firm - (8/4/2014 Approved)

Texas

Registered Investment Advisory firm - (3/4/2016 Conditional Restricted)

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

Florida
(4/12/2016)

IAR

Illinois
(6/6/2022)

IAR

Massachusetts
(5/10/2022)

IAR

Michigan
(6/3/2022)

IAR

New Hampshire
(9/29/2022)

IAR

North Carolina
(6/6/2022)

IAR

Ohio
(8/4/2014)

IAR

Texas
(3/7/2016)

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: 9/6/2002

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 4/8/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 4/29/2009

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 8/9/2002

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 10/22/2013

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 9/5/2013

General Securities Sales Supervisor - Options Module Examination

Current Firm

NORTH STAR ADVISORY GROUP, LLC

NORTH STAR ADVISORY GROUP | NORTH STAR ADVISORY GROUP, LLC

CRD#: 171694 / SEC#: 801-123132

RIA

Registered Investment Advisory firm - (1/25/2022 Approved)

Florida

Registered Investment Advisory firm - (4/12/2016 Approved)

Ohio

Registered Investment Advisory firm - (8/4/2014 Approved)

Texas

Registered Investment Advisory firm - (3/4/2016 Conditional Restricted)

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Contact information

Main Address

2000 Auburn Drive Suite 415, Beachwood, OH 44122

Mailing Address

Phone number

(216) 202-0202

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NORTH STAR ADVISORY GROUP, LLC FIRM BROCHURE (FORM ADV 2A+2BS) DTD 3-01-2025 (3/4/2025)

Regulatory assets under management

Total Number of Accounts	448
AUM (Assets Under Management)	$ 226,524,027

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 Kangas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

STIFEL, NICOLAUS & COMPANY, INCORPORATED

STIFEL, NICOLAUS & COMPANY, INCORPORATED

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

Primary Firm SEC Registration

NORTH STAR ADVISORY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/6/2002

SIE

Date: 4/8/2016

Series 31

Date: 4/29/2009

Series 7

Date: 8/9/2002

Series 10

Date: 10/22/2013

Series 9

Date: 9/5/2013

Current Firm

NORTH STAR ADVISORY GROUP, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NORTH STAR ADVISORY GROUP, LLC

TRUST BUT VERIFY

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