MB
Mark Biggs
KINETIC INVESTMENT MANAGEMENT
Bowling Green, KY 42101
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CRD#: 7397527
MB
Professional summary
Mark Biggs is a registered financial advisor currently at KINETIC INVESTMENT MANAGEMENT, INC. located in Bowling Green, Kentucky.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Mark has worked at 3 firms and has passed the Series 65 exam.
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.
Biggs Financial Services, LLC- Investment Related- Yes; Address: 843 Fairview Avenue Suite B-2, Bowling Green, KY 42101; Nature of business: tax returns, insurance; Position/Title: Owner, accountant, licensed insurance agent; Start: 11/2020; 10 hours a month are devoted to the other business; 8 hours a month are devoted during securities trading hours; Duties: Own and operate a company that prepares tax returns for clients. I am also a licensed insurance agent in KY holding life and health insurance licenses with commissions earned on products sold. Biggs Real Estate, LLC- 1/4/17 Denali Real Estate Group LLC- 1/28/21 JSMB Investments LLC - 7/9/2020 J&M Real Estate Investments LLC - 7/23/2020 MKB Real Estate Holdings LLC - 6/15/2020 Address for all above is 843 Fairview Avenue Suite B-2, Bowling Green, KY 42101. Investment Related- Yes. The nature of the business is the buying of rental real estate and/or building of new construction homes for sale. They are all passive activities and involve no devoted time from me on a monthly basis. My duties for the above entities involves management and looking for new properties online. I am considered a partner in all of the above entities. BIGGS FINANCIAL SERVICES; OWNER; INVESTMENT RELATED: YES; 843 FAIRVIEW AVE SUITE B-2 BOWLING GREEN KY 42103 UNITED STATES; ACCOUNTING/TAX FIRM.; TAX RETURN PREPARATION, PAYROLL SERVICES; 2020-01-01HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 160;HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 160;PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 50; MARK BIGGS; SALES; INVESTMENT RELATED: YES; 843 FAIRVIEW AVE SUITE B2 BOWLING GREEN KY 42101 USA; LIFE INSURANCE SALES, ANNUITY SALES; PROSPECTING/SALES; 2016-01-01; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 20;HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 20;PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 35; J&M REAL ESTATE INVESTMENTS LLC; MEMBER/OWNER; INVESTMENT RELATED: YES; 713 SPRUCE CT BOWLING GREEN KY 42103 USA; ENTITY THAT HOLDS RENTAL REAL ESTATE.; LOOK FOR RENTAL PROPERTY; 2020-07-23; RE SALES; SALES; INVESTMENT RELATED: YES; 713 SPRUCE CT BOWLING GREEN KY 42103 USA; REAL ESTATE SALES; SALES; 2018-06-01; MKB REAL ESTATE HOLDINGS LLC; MEMBER/OWNER; INVESTMENT RELATED: YES; 713 SPRUCE CT BOWLING GREEN KY 42103 USA; ENTITY THAT HOLDS RENTAL REAL ESTATE.; LOOK FOR RENTAL PROPERTY.; 2020-06-15; BIGGS INVESTMENT GROUP LLC; MEMBER/OWNER; INVESTMENT RELATED: YES; 713 SPRUCE CT BOWLING GREEN KY 42103 USA; ENTITY THAT HOLDS RENTAL REAL ESTATE.; LOOK FOR RENTAL PROPERTY.; 2021-02-26; BIGGS REAL ESTATE LLC; MEMBER/OWNER; INVESTMENT RELATED: YES; 713 SPRUCE CT BOWLING GREEN KY 42103 USA; ENTITY THAT HOLDS RENTAL REAL ESTATE/FLIP PROPERTIES.; LOOK FOR RENTAL PROPERTY.; 2017-01-01; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 15; DENALI REAL ESTATE GROUP LLC; MEMBER/OWNER; INVESTMENT RELATED: YES; 713 SPRUCE CT BOWLING GREEN KY 42103 USA; ENTITY THAT HOLDS RENTAL REAL ESTATE.; LOOK FOR RENTAL PROPERTY.; 2021-01-28; B&L RENTALS LLC; MEMBER/OWNER; INVESTMENT RELATED: YES; 713 SPRUCE CT BOWLING GREEN KY 42103 USA; ENTITY THAT HOLDS RENTAL REAL ESTATE.; LOOK FOR RENTAL PROPERTY.; 2021-10-06; JSMB INVESTMENTS LLC; MEMBER/OWNER; INVESTMENT RELATED: YES; 713 SPRUCE CT BOWLING GREEN KY 42103 USA; ENTITY THAT HOLDS RENTAL REAL ESTATE.; LOOK FOR RENTAL PROPERTY.; 2020-07-09;
CRS (Client Relationship Summary) - RIA
Click below to view Mark Biggs'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®
NoneExperience
Current
February 28, 2024 - Present
KINETIC INVESTMENT MANAGEMENT, INC.
Office #1: 843 Fairview Ave Ste. B-2, Bowling Green, KY 42101RIA
CRD#: 283034
Bowling Green, KY
Past
June 30, 2022 - February 22, 2024
SIMPLICITY WEALTH
RIA
CRD#: 300572
Bowling Green, KY
Past
November 18, 2021 - July 5, 2022
MAGNOLIA WEALTH MANAGEMENT LLC
RIA
CRD#: 314787
BOWLING GREEN, KY
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".
KI
KINETIC INVESTMENT MANAGEMENT, INC.
BALDWIN FINANCIAL GROUP | WEALTH PROTECTION PARTNERS | TOOLSON CAPITAL MANAGEMENT | THRIVERIGHT FINANCIAL GROUP, LLC | THE DIRECT EFFECT | TERRA FIRMA FINANCIAL ADVISORY | STONEBRIAR FINANCIAL | SMRS FINANCIAL ADVISORY | SAFE MONEY RETIREMENT STRATEGIES | SAFE HARBOR SOLUTIONS | RTA & ASSOCIATES | RETIREMENT TRANSITIONS LLC | PROVOST FINANCIAL SERVICES | OZMENT AGENCY | MITCHELL FINANCIAL GROUP | MAXGUARD WEALTH | KINETIC INVESTMENT MANAGEMENT, INC. | KINETIC FINANCIAL | KINETIC AGENCY | FS2 FINANCIAL SERVICES | COTTER FINANCIAL GROUP LLC | CAPITAL INSURANCE GROUP | BUSSENGER FINANCIAL GROUP | BIGGS FINANCIAL SERVICES | BETTRLIFE FINANCIAL SERVICES LLC
CRD#: 283034 / SEC#: 801-118383
RIA
Registered Investment Advisory firm - (4/8/2020 Approved)California
Registered Investment Advisory firm - (5/16/2020 Terminated)Illinois
Registered Investment Advisory firm - (4/8/2020 Terminated)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
Kentucky(2/28/2024)
Current Firm
KI
KINETIC INVESTMENT MANAGEMENT, INC.
BALDWIN FINANCIAL GROUP | WEALTH PROTECTION PARTNERS | TOOLSON CAPITAL MANAGEMENT | THRIVERIGHT FINANCIAL GROUP, LLC | THE DIRECT EFFECT | TERRA FIRMA FINANCIAL ADVISORY | STONEBRIAR FINANCIAL | SMRS FINANCIAL ADVISORY | SAFE MONEY RETIREMENT STRATEGIES | SAFE HARBOR SOLUTIONS | RTA & ASSOCIATES | RETIREMENT TRANSITIONS LLC | PROVOST FINANCIAL SERVICES | OZMENT AGENCY | MITCHELL FINANCIAL GROUP | MAXGUARD WEALTH | KINETIC INVESTMENT MANAGEMENT, INC. | KINETIC FINANCIAL | KINETIC AGENCY | FS2 FINANCIAL SERVICES | COTTER FINANCIAL GROUP LLC | CAPITAL INSURANCE GROUP | BUSSENGER FINANCIAL GROUP | BIGGS FINANCIAL SERVICES | BETTRLIFE FINANCIAL SERVICES LLC
CRD#: 283034 / SEC#: 801-118383
RIA
Registered Investment Advisory firm - (4/8/2020 Approved)California
Registered Investment Advisory firm - (5/16/2020 Terminated)Illinois
Registered Investment Advisory firm - (4/8/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
633 W 5th Street Suite 1050, Los Angeles, CA 90071
Mailing Address
Phone number
(800) 711-4818
Established
Firm type
Fiscal year end
# of Employees
30
SEC notice filing (25 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,857 |
| AUM (Assets Under Management) | $ 348,218,341 |
Red Flags
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Company Information
KINETIC INVESTMENT MANAGEMENT, INC.
CRD#: 283034Bowling Green, KY 42101TRUST BUT VERIFY
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