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Inactive

Mark A Powers

Wealthplan Investment Management LLC

Wilmington, DE

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Current Employers
Wealthplan Investment Management Llc

101 S 108Th Ave 3Rd Floor, Omaha, NE 68154 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2022-08-17
  • DE RA
    APPROVED
    Since 2022-08-17

Branch Locations

1020 W. 18Th Street, Suite 1, Wilmington, DE 19802 • 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
Lpl Financial, Llc Wilmington DE 01/2007 01/2018
Vizionary Wealth Management (Dba) Wilmington DE 01/2012 02/2022
Securities America Inc Wilmington DE 01/2018 08/2022
Wealthplan Investment Management, Llc Omaha NE 08/2022 Present
  • 01/2007 → 01/2018
    Lpl Financial, Llc
    Wilmington, DE
  • 01/2012 → 02/2022
    Vizionary Wealth Management (Dba)
    Wilmington, DE
  • 01/2018 → 08/2022
    Securities America Inc
    Wilmington, DE
  • 08/2022 → Present
    Wealthplan Investment Management, Llc
    Omaha, NE
Other Businesses

**Calvary Baptist Church Position: Deacon and Song Leader Nature: Church Deacon Investment Related: No Hours: 4 Securities Trading Hours: 0 Start Date: 04/18/2004 Address: 300 Georgetown Road, Carneys Point NJ 08069

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-03
S63 Uniform Securities Agent State Law Examination 2016-10-06
  • S65 Uniform Investment Adviser Law Examination
    2021-12-03
  • S63 Uniform Securities Agent State Law Examination
    2016-10-06
Other Names
  • Mark Anthony Powers
  • Mark Powers

View on SEC IAPD

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PNC WEALTH MANAGEMENT LLC
EDWARD JONES
RAYMOND JAMES & ASSOCIATES, INC.

Other Investors

LORI ANN RUTKOWSKI
ROBERT GEORGE ZIEGLER
GERARD PHILLIPPE VIARS
STEPHEN CRAIG MCDERMOTT
BRENT CHRISTOPHER FUCHS
Michelle Keiko Mullinix
ABBY LEIGH PUBUSKY
Sophie Schroyer

Other Offices

OSAIC WEALTH, INC. · WILMINGTON, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, DE
AMERIPRISE FINANCIAL SERVICES, LLC · Wilmington, DE
KINGSVIEW WEALTH MANAGEMENT, LLC · Wilmington, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, DE
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, DE
PNC WEALTH MANAGEMENT LLC · WILMINGTON, DE
EDWARD JONES · WILMINGTON, DE

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