Mark Allen Brinser

Employer firm

Stewardship Advisors, LLC CRD 277099

$545M regulatory AUM 23 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 10/2011 → 10/2016
  Cambridge Investment Research, Inc
  Fairfield, IA
• 11/2011 → Present
  Stewardship Advisors, Llc
  Mount Joy, PA
• 10/2016 → 10/2018
  Private Client Services, Llc
  Louisville, KY

Previous Registrations

• 2011-10-10 → 2016-08-09
  Cambridge Investment Research Advisors, Inc.
  Mount Joy, PA
• 2008-12-15 → 2011-10-24
  Concourse Financial Group Securities, Inc.
  Mount Joy, PA

Other Businesses

1)STEWARDSHIP ADVISORS - INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES 2)CORE PROPERTIES 1876 BRENEMAN RD. MANHEIM, PA 17545. BEGAN 01/01/2011 AS OWNER. INVESTMENT RELATED. DEVOTES 1 HR/MNTH. .5 HRS DURING TRADING. 3)STEWARDSHIP ADVISORS, LLC, 321 W MAIN ST, MOUNT JOY, PA, SINCE 2/2013 AS TAX PREPARER/OWNER OF FIRM. DEVOTES 10 HR/YR- 2 HR/TRADING. 4)FREEDOM OFFICES. LEOLA, PA. STARTED 4/2014 AS PARTNER. REAL ESTATE LLC IS PURCHASING THE BUILDING THAT THE INVESTMENT BUSINESS WILL BE USING AND PAYING RENT. SPENDS 5 HR/MO, NONE DURING TRADING. 5)STEWARDSHIP ADVISORS LLC, 321 W MAIN ST, MOUNT JOY, PA, 5/2016 AS ADVISORY REP OF A RIA. INV REL - 45 HR/WK - 45/TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-12-11
• S63 Uniform Securities Agent State Law Examination
  2007-11-24

Designations

• Certified Financial Planner

Other Names

• Mark A. Brinser
• Mark A Brinser