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Mark Kangas

North Star Advisory Group, LLC

Beachwood, OH

CRD 4545075

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Employer firm

North Star Advisory Group, LLC CRD 171694

$289M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • CONSULTING ADVICE ON ANTIQUES AND COLLECTIBLES; SUB-ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
North Star Advisory Group, Llc

2000 Auburn Drive Suite 415, Beachwood, OH 44122 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2022-09-29
IL RA APPROVED 2022-06-06
NC RA APPROVED 2022-06-06
MI RA APPROVED 2022-06-03
MA RA APPROVED 2022-05-10
FL RA APPROVED 2016-04-12
TX RA APPROVED_RES 2016-03-04
OH RA APPROVED 2014-08-04
  • NH RA
    APPROVED
    Since 2022-09-29
  • IL RA
    APPROVED
    Since 2022-06-06
  • NC RA
    APPROVED
    Since 2022-06-06
  • MI RA
    APPROVED
    Since 2022-06-03
  • MA RA
    APPROVED
    Since 2022-05-10
  • FL RA
    APPROVED
    Since 2016-04-12
  • TX RA
    APPROVED_RES
    Since 2016-03-04
  • OH RA
    APPROVED
    Since 2014-08-04

Branch Locations

2000 Auburn Drive Suite 415, Beachwood, OH 44122 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc Beachwood OH 05/2013 Present
Raymond James Financial Services Advisors Inc. Beachwood OH 06/2013 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-09-06
  • S66 Uniform Combined State Law Examination
    2002-09-06
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

CM WEALTH ADVISORS LLC
PHILIPP CAPITAL ADVISORS
TIDMORE RETIREMENT PLANNING SPECIALISTS

Nearby Investors

NICHOLAS ISAAC STERN
ERIK SHANNON KEISTER
Brian Mitchell Duffield

Nearby Offices

CM WEALTH ADVISORS LLC · BEACHWOOD, OH
PHILIPP CAPITAL ADVISORS · BEACHWOOD, OH
TIDMORE RETIREMENT PLANNING SPECIALISTS · BEACHWOOD, OH

More in Beachwood, OH

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