Mark Steven Anglin

Employer firm

Bales Financial Advisors, Inc CRD 309477

$51.1M regulatory AUM

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

• 12/2018 → 04/2019
  Change Path Llc
  Leawood, KS
• 08/2018 → Present
  Bales Financial Group, Inc.
  Cumming, GA
• 01/2018 → 07/2018
  Tengco Inc
  Cumming, GA
• 07/2004 → 12/2017
  Professional Stonework
  Cumming, GA
• 04/2019 → Present
  Retirement Wealth Advisors
  Cumming, GA
• 05/2020 → Present
  Bales Financial Advisors, Inc
  Cumming, GA
• 02/2025 → Present
  Anglin Insurance Group, Inc.
  Dahlonega, GA

Previous Registrations

• 2019-04-10 → 2020-07-31
  Brookstone Wealth Advisors, Llc
  Cumming, GA
• 2018-12-21 → 2019-04-04
  Creativeone Wealth, Llc
  Cumming, GA
  Overland Park, KS

Other Businesses

BALES FINANCIAL GROUP; INVESTMENT RELATED; 512 DAHLONEGA ST, CUMMING, GA 30040; Fixed insurance sales; INDEPENDENT AGENT; STARTED 08/2018; 40 HOURS/MONTH DEVOTED; 40 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER SALE OF INSURANCE PRODUCTS. Retirement Wealth Advisors, Inc; Investment Related; Cumming, GA; Investment Advisor Representative; Advisory Services Offered; 120 hours per month spent during trading hours; Started 04/2019. Anglin Insurance Group, Inc.; Investment Related; Owner/Insurance Agent; Dahlonega, GA; Start Date 02/2025; Approximately 20 hours per month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-11-08

Other Names

• Mark Anglin