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Mark Victor Kleene

Mvk Financial Planning, LLC

Jefferson City, MO

CRD 6008957

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Employer firm

Mvk Financial Planning, LLC CRD 159689

$12.4M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Mvk Financial Planning, Llc

Jefferson City, MO • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-01-11
MO RA APPROVED 2012-02-06
  • TX RA
    APPROVED_RES
    Since 2021-01-11
  • MO RA
    APPROVED
    Since 2012-02-06

Branch Locations

Jefferson City, MO • 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
Mvk Financial Planning, Llc Jefferson City MO 02/2012 Present
Designations
  • Certified Financial Planner

View on SEC IAPD

More in Jefferson City, MO

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