Heidi D. Mark

ENDEAVOR PRIVATE WEALTH

Topeka, KS 66603

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CRD#: 4790248

Professional summary

Heidi Dawn Mark, who also goes by Heidi Mark, is a registered financial advisor currently at ENDEAVOR PRIVATE WEALTH, INC. located in Topeka, Kansas.

Heidi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Heidi has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Heidi Mark

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Heidi Dawn Mark'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 7, 2021 - Present

ENDEAVOR PRIVATE WEALTH, INC.

Office #1: Townsite Plaza 3 120 Se 6th Ave Suite 110, Topeka, KS, 66603

RIA

CRD#: 313053

Topeka, KS

Past

November 22, 2011 - August 26, 2021

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

TOPEKA, KS

Past

May 6, 2011 - November 21, 2011

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

TOPEKA, KS

Past

April 24, 2006 - August 26, 2021

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

TOPEKA, 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".

ENDEAVOR PRIVATE WEALTH, INC.

CRD#: 313053 / SEC#: 801-120702

RIA

Registered Investment Advisory firm - (4/5/2021 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

Kansas
(6/7/2021)

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: 11/20/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/19/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/21/2006

General Securities Representative Examination

Current Firm

ENDEAVOR PRIVATE WEALTH, INC.

CRD#: 313053 / SEC#: 801-120702

RIA

Registered Investment Advisory firm - (4/5/2021 Approved)

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Contact information

Main Address

Townsite Plaza 3 120 Se 6th Ave Suite 110, Topeka, KS, 66603

Mailing Address

Phone number

(785) 329-2510

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ENDEAVOR PRIVATE WEALTH FORM ADV PART 2A BROCHURE (9/8/2025)

ENDEAVOR PRIVATE WEALTH WRAP BROCHURE (9/8/2025)

Regulatory assets under management

Total Number of Accounts	1,679
AUM (Assets Under Management)	$ 352,817,232

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

Heidi D. Mark

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

ENDEAVOR PRIVATE WEALTH, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/20/2013

Series 63

Date: 10/19/2006

SIE

Date: 10/1/2018

Series 7

Date: 4/21/2006

Current Firm

ENDEAVOR PRIVATE WEALTH, INC.

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ENDEAVOR PRIVATE WEALTH, INC.

TRUST BUT VERIFY

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