How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

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ADVISOR PROFILE

1) Business Entity: Blackridge Asset Management; Business Activity: Financial Services; Address: Jupiter, FL; Duties of Position: Financial Planning; Title: IAR; Start Date: 10/2019; Approx. # of hours per month spent on activity: 50; Approx. # of hours spent during trading hours: 50 2) Business Entity: the 2003 GB Irrevocable Trust; Business Activity: Commercial Rental Property; Address: Fort Myers, FL; Duties of Position: Trustee; Title: Trustee; Start Date: 01/03; Approx. # of hours per month spent on activity: 1; Approx. # of hours spent during trading hours: 0 3) Business Entity: DMP Investments LLC; Business Activity: Rental Property; Address: Fort Myers, FL; Duties of Position: Management; Title: MGRM; Approx. # of hours per month spent on activity: 2; Approx. # of hours spent during trading hours: 0 4) Business Entity: Hagen Palen Financial Services LLC DBA HPR Wealth Management; Business Activity: Financial Planning; Address: Fort Myers, FL; Duties of Position: Financial planning for securities, insurance life/health, Fixed, Indexed, and LTC; Title: Owner; Start Date: 10/2003; Approx. # of hours per month spent on activity: 40; Approx. # of hours spent during trading hours: 40 5) Business Entity: HPR Wealth Management; Business Activity: Financial Services; Address: Fort Myers, FL; Duties of Position: Financial Planning; Title: Mgrm; Approx. # of hours per month spent on activity: 50; Approx. # of hours spent during trading hours: 50 6) HPR Wealth Management - DBA 7) Business Entity: MAR CPA LLC; Business Activity: CPA Firm; Address: Fort Myers; Duties of Position: CPA, Tax & Accounting; Title: President and Owner; Start Date:09/16/2022; Approx. # of hours per month spent on activity: 100; Approx. # of hours spent during trading hours: 100 8) Business Entity: Sanibel Captiva Beach Resorts; Business Activity: Accounting & Tax Prep; Address: Captiva, FL; Duties of Position: Accounting; Title: Corporate CPA; Start Date: 09/16/2022; Approx. # of hours per month spent on activity: 50; Approx. # of hours spent during trading hours: 50

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

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Mark Andrew Rupolo

Experience: 20 years / 4 firms

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