Mark R. Satkoski

MIDWEST CAPITAL ADVISORS

GRAND RAPIDS, MI 49546

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CRD#: 4916409

Professional summary

Mark Richard Satkoski, AIF®, CFP® is a registered financial advisor currently at MIDWEST CAPITAL ADVISORS, LLC located in Grand Rapids, Michigan.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Mark has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 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 Richard Satkoski'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

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

January 22, 2015 - Present

MIDWEST CAPITAL ADVISORS, LLC

Office #1: 630 Kenmoor Ave. Se Suite 206, Grand Rapids, MI 49546

RIA

CRD#: 125389

GRAND RAPIDS, MI

Past

November 12, 2013 - January 15, 2015

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

GRAND RAPIDS, MI

Past

April 1, 2013 - January 15, 2015

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

GRAND RAPIDS, MI

Past

February 24, 2006 - April 2, 2013

SCOTTRADE, INC.

CRD#: 8206

PORTAGE, MI

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".

MIDWEST CAPITAL ADVISORS, LLC

MIDWEST CAPITAL ADVISORS, LLC | WGS CAPITAL MANAGEMENT, LLC

CRD#: 125389 / SEC#: 801-79681

RIA

Registered Investment Advisory firm - (5/2/2014 Approved)

Michigan

Registered Investment Advisory firm - (5/14/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Michigan
(1/22/2015)

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: 11/8/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/15/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 1/15/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/23/2006

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/12/2009

General Securities Principal Examination

Current Firm

MIDWEST CAPITAL ADVISORS, LLC

MIDWEST CAPITAL ADVISORS, LLC | WGS CAPITAL MANAGEMENT, LLC

CRD#: 125389 / SEC#: 801-79681

RIA

Registered Investment Advisory firm - (5/2/2014 Approved)

Michigan

Registered Investment Advisory firm - (5/14/2014 Terminated)

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Contact information

Main Address

630 Kenmoor Ave. Se Suite 206, Grand Rapids, MI 49546

Mailing Address

Phone number

(616) 454-9600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MCA ADV PART 2A (3/18/2025)

Regulatory assets under management

Total Number of Accounts	867
AUM (Assets Under Management)	$ 1,125,860,722

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 R. Satkoski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

SCOTTRADE, INC.

Primary Firm SEC Registration

MIDWEST CAPITAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/8/2013

Series 63

Date: 3/15/2006

SIE

Date: 1/15/2015

Series 7

Date: 2/23/2006

Series 24

Date: 9/12/2009

Current Firm

MIDWEST CAPITAL ADVISORS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MIDWEST CAPITAL ADVISORS, LLC

TRUST BUT VERIFY

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