Mark Allen Brinser
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Investment Management
- Retirement Planning
- Financial Planning
- Risk Management & Insurance
- Estate & Legacy Planning
Specializations
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...
Other Aliases
Mark A Brinser, Mark A. Brinser
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures on record.
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Credentials
Years of Experience
19 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
STEWARDSHIP ADVISORS, LLC
Contact Information
Main Address
321 W. Main Street, Mount Joy, PA 17552Phone Number
(717) 492-4787# of Employees
15SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
2,247AUM (Assets Under Management)
$545,180,460Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
STEWARDSHIP ADVISORS, LLC
State Registrations and Notice Filings
(11/6/2015)
(8/28/2020)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Mark Allen Brinser's CRS (Customer Relationship Summary).
Services Offered by Mark
- Investment Management
- Retirement Planning
- Financial Planning
- Risk Management & Insurance
- Estate & Legacy Planning
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