Mark A. Brinser
STEWARDSHIP ADVISORS
Mount Joy, PA 17552
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CRD#: 5452201
Professional summary
Mark Allen Brinser, CFP®, who also goes by Mark A Brinser, Mark A. Brinser, is a registered financial advisor currently at STEWARDSHIP ADVISORS, LLC located in Mount Joy, Pennsylvania.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Mark has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Biography
Mark is a CFP® professional and a fee-only financial planner with Stewardship Advisors, LLC. He understands that for most people, there is a gap between where they are financially and where they want to be someday. Therefore, by developing long-term relationships with his clients, he can help develop a financial plan so they can make wise financial decisions and close that gap.
Mark graduated from Messiah College with a degree in accounting and a concentration in Finance. He is a Certified Financial Planner (CFP®) and a member of the The National Association of Personal Financial Advisors (NAPFA) and the Central Pennsylvania Financial Planning Association.
Question & Answer
What are your service offerings?
Investment Planning
Retirement Planning
Comprehensive Financial Planni...
Insurance Planning
Estate Planning
Do you have an area of expertise or specialization?
Business Owners
Fixed Fee (Subscription, Retai...
Generation X
Medical Professionals
Millennials
Retirement Planning & Distribu...
What is your minimum asset requirement?
100K
Are you a "fiduciary"?
Yes
Aliases
Mark A Brinser | Mark A. Brinser
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.
1)STEWARDSHIP ADVISORS - INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES
2)CORE PROPERTIES 1876 BRENEMAN RD. MANHEIM, PA 17545. BEGAN 01/01/2011 AS OWNER. INVESTMENT RELATED. DEVOTES 1 HR/MNTH. .5 HRS DURING TRADING.
3)STEWARDSHIP ADVISORS, LLC, 321 W MAIN ST, MOUNT JOY, PA, SINCE 2/2013 AS TAX PREPARER/OWNER OF FIRM. DEVOTES 10 HR/YR- 2 HR/TRADING.
4)FREEDOM OFFICES. LEOLA, PA. STARTED 4/2014 AS PARTNER. REAL ESTATE LLC IS PURCHASING THE BUILDING THAT THE INVESTMENT BUSINESS WILL BE USING AND PAYING RENT. SPENDS 5 HR/MO, NONE DURING TRADING.
5)STEWARDSHIP ADVISORS LLC, 321 W MAIN ST, MOUNT JOY, PA, 5/2016 AS ADVISORY REP OF A RIA. INV REL - 45 HR/WK - 45/TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view Mark Allen Brinser's 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®
CFP®
Start date: 2011
Experience
Current
November 6, 2015 - Present
STEWARDSHIP ADVISORS, LLC
Office #1: 321 W. Main Street, Mount Joy, PA 17552RIA
CRD#: 277099
Mount Joy, PA
Past
October 14, 2016 - October 26, 2018
PRIVATE CLIENT SERVICES, LLC
BD
CRD#: 120222
Mount Joy, PA
Past
October 10, 2011 - August 9, 2016
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
MOUNT JOY, PA
Past
October 10, 2011 - November 10, 2016
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
MOUNT JOY, PA
Past
December 15, 2008 - October 24, 2011
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
RIA
CRD#: 15708
MOUNT JOY, PA
Past
December 4, 2007 - October 24, 2011
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
MOUNT JOY, PA
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".
STEWARDSHIP ADVISORS, LLC
STEWARDSHIP ADVISORS, LLC
CRD#: 277099 / SEC#: 801-108174
RIA
Registered Investment Advisory firm - (7/29/2016 Approved)Pennsylvania
Registered Investment Advisory firm - (8/3/2016 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
Pennsylvania(11/6/2015)
IAR
Texas(8/28/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
STEWARDSHIP ADVISORS, LLC
STEWARDSHIP ADVISORS, LLC
CRD#: 277099 / SEC#: 801-108174
RIA
Registered Investment Advisory firm - (7/29/2016 Approved)Pennsylvania
Registered Investment Advisory firm - (8/3/2016 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
321 W. Main Street, Mount Joy, PA 17552
Mailing Address
Phone number
(717) 492-4787
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,014 |
| AUM (Assets Under Management) | $ 461,547,165 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
