Mark B. Levin

REAP IN WEALTH MANAGEMENT

Wheeling, IL 60090

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CRD#: 715222

Professional summary

Mark Bernard Levin, CFP® is a registered financial advisor currently at REAP IN WEALTH MANAGEMENT, LLC located in Wheeling, Illinois.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1980. Mark has worked at 14 firms and has passed the Series 65, Series 63 and Series 7 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.

MARK LEVIN-1483 CHIPPEWA TRAIL WHEELING IL-OUTSIDE INSURANCE BROKERAGE-AGENT-SALES AND SERVICE OF FIXED INSURANCE PRODUCTS-4/6/09 TO PRESENT-4 NON TRD HR/MO; MALIBU COVE HOMEOWNERS-515 COMMANCHE WHEELING IL-NOT INV RELATED-VICE PRESIDENT-ATTEND MEETINGS AND COMMUNICATE WITH FELLOW HOMEOWNERS-11/2006 TO PRESENT-2 NON TRD HR/MO. INSURANCE, INVESTMENT RELATED, AGENT, OFFERS TRADITIONAL LIFE PRODUCTS, START 10/1/2004, 20HPM, 0HDTH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Bernard Levin'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^®

Certified Financial Planner

Start date: 1991

Experience

Current

September 25, 2020 - Present

REAP IN WEALTH MANAGEMENT, LLC

Office #1: 1483 Chippewa Trail, Wheeling, IL 60090

RIA

CRD#: 146512

Wheeling, IL

Past

April 13, 2009 - April 8, 2010

OSAIC FA, INC.

RIA

CRD#: 3978

CHICAGO, IL

Past

April 13, 2009 - April 8, 2010

OSAIC FA, INC.

CRD#: 3978

CHICAGO, IL

Past

April 16, 2007 - April 14, 2009

LEGEND ADVISORY, LLC

RIA

CRD#: 104761

PALM BEACH GARDENS, FL

Past

April 11, 2007 - April 14, 2009

LEGEND EQUITIES CORPORATION

CRD#: 30999

PALM BEACH GARDENS, FL

Past

May 24, 2005 - March 14, 2007

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

ELMWOOD PARK, IL

Past

August 3, 2004 - March 14, 2007

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ELMWOOD PARK, IL

Past

June 17, 2004 - July 1, 2004

LENOX FINANCIAL SERVICES, INC.

CRD#: 36379

NEW LENOX, IL

Past

June 29, 2001 - July 2, 2004

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

LINCOLN, NE

Past

September 4, 1998 - July 2, 2001

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

Past

November 4, 1997 - September 4, 1998

LOCUST STREET SECURITIES, INC.

CRD#: 1703

DES MOINES, IA

Past

February 25, 1997 - November 10, 1997

THE O.N. EQUITY SALES COMPANY

CRD#: 2936

CINCINNATI, OH

Past

January 9, 1995 - February 25, 1997

GUARDIAN INVESTOR SERVICES LLC

CRD#: 6635

NEW YORK, NY

Past

June 25, 1992 - December 5, 1994

WATERSTONE FINANCIAL GROUP, INC.

CRD#: 10078

BOSTON, MA

Past

February 13, 1989 - June 16, 1992

EMPOWER FINANCIAL SERVICES, INC.

CRD#: 13109

GREENWOOD VILLAGE, CO

Past

August 25, 1980 - March 4, 1989

VP DISTRIBUTORS LLC

CRD#: 3036

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

Illinois
(9/25/2020)

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

State Security Law Exam

IAR

Series 65

Date: 1/19/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/16/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/11/1980

General Securities Representative Examination

Current Firm

REAP IN WEALTH MANAGEMENT, LLC

REAP IN WEALTH MANAGEMENT, LLC | THE REAP COMPANIES

CRD#: 146512 / SEC#:

California

Registered Investment Advisory firm - (11/1/2025 Terminated)

Florida

Registered Investment Advisory firm - (8/15/2011 Approved)

Georgia

Registered Investment Advisory firm - (10/27/2011 Approved)

Illinois

Registered Investment Advisory firm - (9/25/2020 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Palm Coast, FL

Mailing Address

Phone number

(855) 904-7327

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	283
AUM (Assets Under Management)	$ 33,328,721

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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Firm Stability Insights

Mark B. Levin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Bernard Levin's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC FA, INC.

OSAIC FA, INC.

LEGEND ADVISORY, LLC

LEGEND EQUITIES CORPORATION

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

LENOX FINANCIAL SERVICES, INC.

ALLSTATE FINANCIAL SERVICES, LLC

WADDELL & REED

LOCUST STREET SECURITIES, INC.

THE O.N. EQUITY SALES COMPANY

GUARDIAN INVESTOR SERVICES LLC

WATERSTONE FINANCIAL GROUP, INC.

EMPOWER FINANCIAL SERVICES, INC.

VP DISTRIBUTORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/19/1999

Series 63

Date: 7/16/1991

Series 7

Date: 8/11/1980

Current Firm

REAP IN WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

REAP IN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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