Mark Peter Janci

Employer firm

Halbert Hargrove CRD 105515

$4.20B regulatory AUM 2 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 09/2005 → Present
  Halbert, Hargrove/Russell Llc
  Bellevue, WA

Previous Registrations

• 2002-03-11 → 2005-12-31
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 2002-05-10 → 2005-09-21
  Network Planning Advisors, L.L.C.
  Bellevue, WA
• 2003-12-19 → 2005-09-16
  Northwestern Mutual Investment Services, Llc
  Bellevue, WA

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-08-23
• S63 Uniform Securities Agent State Law Examination
  1990-08-02

Designations

• Certified Financial Planner