Mark Allen Gash

Employer firm

On Investment Management Co CRD 105662

$3.15B regulatory AUM 308 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• SEI, ASSETMARK, BRINKER CAPITAL, BNY MELLON ADVISORS, INC, SYMMETRY PARTNERS, ENVESTNET

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

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

Current Employers

Employment History

• 03/2014 → 04/2018
  Cambridge Investment Research, Inc
  Fairfield, IA
• 03/2014 → 10/2017
  Lawing Financial Inc
  Overland Park, KS
• 07/2017 → Present
  Prime Capital Investment Advisors, Llc
  Overland Park, KS
• 04/2018 → 05/2021
  Private Client Services
  Louisville, KY
• 05/2021 → Present
  The O.N. Equity Sales Company
  Cincinnati, OH
• 05/2021 → Present
  Ohio National Insurance Agency
  Cincinnati, OH

Previous Registrations

• 2017-08-01 → 2021-05-03
  Prime Capital Financial
  Overland Park, KS
• 2014-03-07 → 2017-10-13
  Lawing Financial Inc
  Overland Park, KS
• 2003-03-24 → 2014-03-06
  Eagle Strategies Llc
  Olathe, KS
  Lenexa, KS
  Olathe, KS
  Overland Park, KS

Other Businesses

1) Persons with Disabilities Advisory board to the city of Olathe Kansas; 100 E. Santa Fe St. Olathe KS 66051; not investment related; volunteer city board that serves as a resource and liason for the disabled community in Olathe KS; chairperson;01/01/2000; 8 hous/month (0 during market hours); Running meeting advising city council helping to organize community events. 2) EVERGREEN LIVING INNOVATIONS. 11875 SOUTH SUNSET DRIVE, SUITE 100, OLATHE, KS 66061. BOARD MEMBERSHIP-VOLUNTEER POSITION. 2-3 HOURS/MO; 0 DURING TRADING HOURS. 3) NON INVESTMENT RELATED INSURANCE SALES THROUGH VARIOUS CARRIERS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-12-16
• S63 Uniform Securities Agent State Law Examination
  1992-10-06

Designations

• Certified Financial Planner