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MU

Marko D. Ungashick

TWO WEST CAPITAL ADVISORS
Overland Park, KS 66210
Some features on this profile are disabled
CRD#: 4557016
MU

Professional summary

Marko Damian Ungashick, AIF®, who also goes by Marko D Ungashick, is a registered financial advisor currently at TWO WEST CAPITAL ADVISORS LLC located in Overland Park, Kansas.

Marko is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Marko has worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Marko D Ungashick

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 Marko Damian Ungashick'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®
AIF®

Accredited Investment Fiduciary

Experience

Current

August 20, 2010 - Present

TWO WEST CAPITAL ADVISORS LLC

Office #1: 10975 Benson Drive Corporate Woods, Bldg. 12, Ste. 560, Overland Park, KS 66210
RIA
CRD#: 154543
Overland Park, KS
Past

September 16, 2015 - November 30, 2016

TWO WEST

RIA
CRD#: 226669
OVERLAND PARK, KS
Past

July 16, 2010 - September 21, 2010

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
OVERLAND PARK, KS
Past

October 10, 2005 - August 24, 2010

LAWING FINANCIAL INC

RIA
CRD#: 117178
OVERLAND PARK, KS
Past

July 24, 2002 - July 16, 2010

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
OVERLAND PARK, KS

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".
TW
TWO WEST CAPITAL ADVISORS LLC
CANVAS WEALTH ADVISORS | TWO WEST CAPITAL ADVISORS LLC | TWO WEST ADVISORS | STEWART ADVISORY SERVICES | GOALPATH SOLUTIONS

CRD#: 154543 / SEC#: 801-76551

RIA
Registered Investment Advisory firm - (5/10/2012 Approved)
Kansas
Registered Investment Advisory firm - (6/19/2012 Terminated)

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
(8/20/2010)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/4/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/5/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 3/17/2008
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/23/2002
Investment Company Products/Variable Contracts Representative Examination

Current Firm

TW
TWO WEST CAPITAL ADVISORS LLC
CANVAS WEALTH ADVISORS | TWO WEST CAPITAL ADVISORS LLC | TWO WEST ADVISORS | STEWART ADVISORY SERVICES | GOALPATH SOLUTIONS

CRD#: 154543 / SEC#: 801-76551

RIA
Registered Investment Advisory firm - (5/10/2012 Approved)
Kansas
Registered Investment Advisory firm - (6/19/2012 Terminated)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
10975 Benson Drive Corporate Woods, Bldg. 12, Ste. 560, Overland Park, KS 66210
Mailing Address
Phone number
(913) 825-1722
Established
Firm type
Fiscal year end
# of Employees
14

SEC notice filing (12 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

TWA ADV PART 2A BROCHURE (INSTITUTIONAL DIVISION) (3/19/2025)
TWA ADV PART 2A BROCHURE (WEALTH MGMT DIVISION) (3/19/2025)

Regulatory assets under management

Total Number of Accounts579
AUM (Assets Under Management)$ 3,242,615,186

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

TWO WEST CAPITAL ADVISORS LLC

CRD#: 154543Overland Park, KS 66210

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