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MA

Mark A. Andes

DEMARCHE
Overland Park, KS 66210-1564
Some features on this profile are disabled
CRD#: 6884973
MA

Professional summary

Mark A Andes is a registered financial advisor currently at DEMARCHE located in Overland Park, Kansas and DEMARCHE located in Overland Park, Kansas.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Mark has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

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 A Andes'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

March 19, 2018 - Present

DEMARCHE

Office #1: 10975 Grandview Drive Suite 500, Overland Park, KS 66210-1564
RIA
CRD#: 145851
Overland Park, KS
Current

March 19, 2018 - Present

DEMARCHE

Office #1: 10975 Grandview Drive Suite 500, Overland Park, KS 66210-1564
RIA
CRD#: 105500
Overland Park, KS

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".
DE
DEMARCHE
DEMARCHE | DMS | DISCRETIONARY MANAGEMENT SERVICES, LLC

CRD#: 145851 / SEC#: 801-68693

RIA
Registered Investment Advisory firm - (1/29/2008 Approved)

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
Kansas
(3/19/2018)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/19/2018
Uniform Investment Adviser Law Examination

Current Firm

DE
DEMARCHE
DEMARCHE | DMS | DISCRETIONARY MANAGEMENT SERVICES, LLC

CRD#: 145851 / SEC#: 801-68693

RIA
Registered Investment Advisory firm - (1/29/2008 Approved)
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Contact information

Main Address
10975 Grandview Drive Suite 500, Overland Park, KS 66210-1564
Mailing Address
Phone number
(913) 981-1345
Established
Firm type
Fiscal year end
# of Employees
25

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Latest Form ADV

Part 2 Brochures

ADV PART II DMS MARCH 27 2025 (3/27/2025)

Regulatory assets under management

Total Number of Accounts16
AUM (Assets Under Management)$ 185,292,808

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.

Company Information

DEMARCHE

CRD#: 145851Overland Park, KS 66210-1564

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