Mark Allen Schweiss

Employer firm

Modern Dollar Planning, LLC CRD 174695

$159M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 09/2017
  Hightower Securities, Llc
  St. Louis, MO
• 12/2017 → Present
  Modern Dollar Planning, Llc
  St. Louis, MO

Previous Registrations

• 2016-08-25 → 2017-09-25
  Hightower Advisors, Llc
  St. Louis, MO
• 2008-09-08 → 2016-08-26
  Kestra Investment Services, Llc
  St. Louis, MO
• 2016-04-19 → 2016-08-26
  Kestra Advisory Services, Llc
  St. Louis, MO
• 2007-06-14 → 2008-08-25
  Moneta Group Investment Advisors, Llc
  St. Louis, MO

Other Businesses

1) At Last, 2016 LLC, 4909 Laclede Avenue St. Louis, MO 63108, Not investment related - real estate investment LLC, Managing Partner, 7/1/2019, 4 hours/month, Hours during securities trading: 2 hours/month, Bookkeeping, organizing any repairs needed on the property.

Exams

• S66 Uniform Combined State Law Examination
  1999-12-13

Designations

• Certified Financial Planner
• Chartered Financial Analyst