Mark Daniel Gianfalla
Professional Summary
Mark Daniel Gianfalla, who also goes by Mark Gianfalla, is a registered financial advisor currently at BURCH & COMPANY, INC located in Kansas City, Missouri. Mark is registered as a RR (Registered Representative) and started their career in finance in 2015. Mark has worked at 2 firms and has passed the Series 63, Series 79TO, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Mark Daniel Gianfalla, Mark Gianfalla
Similar Advisors
FALCON WEALTH PLANNING, LLC
CROSSTREE CAPITAL SECURITIES, LLC
TREASURE VALLEY FINANCIAL PLANNING
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
FALCON WEALTH PLANNING, LLC
CROSSTREE CAPITAL SECURITIES, LLC
TREASURE VALLEY FINANCIAL PLANNING
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
FALCON WEALTH PLANNING, LLC
CROSSTREE CAPITAL SECURITIES, LLC
TREASURE VALLEY FINANCIAL PLANNING
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Disclosures on record.
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.
Similar Advisors
FALCON WEALTH PLANNING, LLC
CROSSTREE CAPITAL SECURITIES, LLC
TREASURE VALLEY FINANCIAL PLANNING
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Years of Experience
11 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
FALCON WEALTH PLANNING, LLC
CROSSTREE CAPITAL SECURITIES, LLC
TREASURE VALLEY FINANCIAL PLANNING
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Current Firm
BURCH & COMPANY, INC | BURCH & COMPANY, INC.
Contact Information
Main Address
4151 N. Mulberry Drive Suite 235, Kansas City, MO 64116Mailing Address
4151 N. Mulberry Drive Suite 235, Kansas City, MO 64116Phone Number
(816) 842-4660Established
Missouri since 06/08/1999Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (51 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
Disclosures
Arbitration
1Similar Advisors
FALCON WEALTH PLANNING, LLC
CROSSTREE CAPITAL SECURITIES, LLC
TREASURE VALLEY FINANCIAL PLANNING
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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.
The advisor shows no other business activity.
Similar Advisors
FALCON WEALTH PLANNING, LLC
CROSSTREE CAPITAL SECURITIES, LLC
TREASURE VALLEY FINANCIAL PLANNING
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
(3/25/2026)
(6/18/2026)
(3/25/2026)
(10/3/2025)
(4/30/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Sep 2025About the Series 79TO examSRO Registrations
Similar Advisors
FALCON WEALTH PLANNING, LLC
CROSSTREE CAPITAL SECURITIES, LLC
TREASURE VALLEY FINANCIAL PLANNING
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CRS (Client Relationship Summary) - BD
Click below to view Mark Daniel Gianfalla's CRS (Customer Relationship Summary).
Similar Advisors
FALCON WEALTH PLANNING, LLC
CROSSTREE CAPITAL SECURITIES, LLC
TREASURE VALLEY FINANCIAL PLANNING
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED