Mark Steven Horstmann

Current Employers

Employment History

• 06/2013 → 06/2021
  Geneos Wealth Management Inc
  Gladstone, MO
• 07/2013 → 05/2021
  Compass Wealth Management Llc
  Kansas City, MO
• 05/2021 → Present
  Compass Wealth Mgt Lc
  Gladstone, MO
• 06/2021 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2021 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2013-07-09 → 2021-06-08
  Geneos Wealth Management, Inc.
  Overland Park, KS
  Kansas City, MO
  Gladstone, MO
• 2013-07-10 → 2015-10-30
  Compass Wealth Management, Inc.
  Kansas City, MO
• 2004-01-01 → 2013-07-09
  Cetera Advisors Llc
  Overland Park, KS
  Kansas City, MO
• 2000-04-14 → 2004-01-01
  Vestax Securities Corporation
  Kansas City, MO

Other Businesses

1) MARK S HORSTMANN, 1201 WALNUT STE 400, KANSAS CITY, MO, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 01/03/00, INV REL, 100 HR/YR- 1/TRADING HR. 2) WEALTH MANAGEMENT GROUP OF KC LC, 7514 N OAK TRFY, STE B, GLADSTON, MO, OWNER MEMBER/DBA, 06/04/21, INV REL, 40 HR/WK- 40/TRADING HR. 3) WEALTH MANAGEMENT INSTITUTE LLC, 7902 NW PLEASANT FORD ROAD, WEATHERBY LAKE, MO, EDUCATION SERVICES FOUNDING MEMBER, 06/19/14, NIR, 0 HR/YR- 0/TRADING HR. 4) MB HOLDINGS, LLC, 7902 NW PLEASANT FORD ROAD, WEATHERBY LAKE, MO, FAMILY LLC, HOLDING COMPANY FOR PERSONAL ASSETS, 08/07/07, NIR, 0/HR/YR- 0/TRADING HR 5) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-80 HR/MO-80/TRADING. 06/03/21-IAR THAT MANAGES CLIENT ASSETS OR PREPARES FINANCIAL PLANS FOR A FEE. OBA FORM SUBMITTED ON FINANCIAL PROFESSIONAL 'S BEHALF, BY CIR HOME OFFICE. TIME SPENT AND INCOME ARE ESTIMATED.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-12-08

Designations