Mark R. Hannah

POTTS, HANNAH & FISCHER WEALTH MANAGEMENT GROUP

Indianapolis, IN 46237

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CRD#: 5700787

Professional summary

Mark Randall Hannah is a registered financial advisor currently at POTTS, HANNAH & FISCHER WEALTH MANAGEMENT GROUP, LLC located in Indianapolis, Indiana.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Mark has worked at 2 firms and has passed the Series 65, Series 63, Series 7 and Series 6 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.

PHF REALTY, LLC~'NIR'~5140 COMMERCE CIRCLE~ ~INDIANAPOLIS~IN~46237~REAL ESTATE/MORTGAGE/TITLE SERVICES/APPRAISAL~OWNER/SOLE PROPRIETER~7/2006~1HRS~1HRS~REAL ESTATE MANAGEMENT~~POTTS, HANNAH & FISCHER WEALTH~'NIR'~5140 COMMERCE CIRCLE~~INDIANAPOLIS~IN~46237~OTHER~PRESIDENT~12/2009~35HRS~35HRS~MANAGING MEMBER (SOLE MEMBER) OF POTTS, HANNAH & FISCHER WEALTH MANAGEMENT GROUP. LLC~~POTTS, HANNAH & FISCHER, P.C.~'NIR'~5140 COMMERCE CIRCLE~ ~INDIANAPOLIS~IN~46237~TAX PREPARATION/ACCOUNTING~PARTNER/GENERAL PARTNER~7/1999~200HRS~140HRS~ACCOUNTING, BOOKKEEPING, TAX PREP, AND PAYROLL SERVICES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Randall Hannah'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®

None

Experience

Current

January 3, 2011 - Present

POTTS, HANNAH & FISCHER WEALTH MANAGEMENT GROUP, LLC

Office #1: 7855 South Emerson Ave., Suite S, Indianapolis, IN 46237

RIA

CRD#: 156003

Indianapolis, IN

Past

October 2, 2009 - January 13, 2011

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

INDIANAPOLIS, IN

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

Indiana
(1/3/2011)

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: 11/18/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/21/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/9/2009

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/1/2009

Investment Company Products/Variable Contracts Representative Examination

Current Firm

POTTS, HANNAH & FISCHER WEALTH MANAGEMENT GROUP, LLC

CRD#: 156003 / SEC#:

Indiana

Registered Investment Advisory firm - (1/3/2011 Approved)

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Contact information

Main Address

7855 South Emerson Ave., Suite S, Indianapolis, IN 46237

Mailing Address

Phone number

(317) 888-1400

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	3
AUM (Assets Under Management)	$ 1,212,582

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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Mark R. Hannah

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Randall Hannah's CRS (Customer Relationship Summary).

Certified licenses

Experience

POTTS, HANNAH & FISCHER WEALTH MANAGEMENT GROUP, LLC

AVANTAX INVESTMENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/18/2010

Series 63

Date: 10/21/2009

Series 7

Date: 12/9/2009

Series 6

Date: 10/1/2009

Current Firm

POTTS, HANNAH & FISCHER WEALTH MANAGEMENT GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

POTTS, HANNAH & FISCHER WEALTH MANAGEMENT GROUP, LLC

TRUST BUT VERIFY

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