Mark Allan Hajek

Employer firm

Mariner Independent CRD 305418

$7.34B regulatory AUM 47 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

• 03/2022 → 07/2024
  Capital Markets Iq
  Arlington, TX
• 02/2021 → 01/2022
  Orange Paw Llc
  St. Petersburg, FL
• 08/2020 → 12/2020
  Tango Boys Llc
  St. Petersburg, FL
• 06/2020 → 08/2020
  Klm Hair Salons
  Bradenton, FL
• 08/2017 → 06/2020
  Publix Supermarkets
  St. Petersburg, FL
• 08/2008 → 12/2019
  Hajek & Hajek Cpa
  St. Petersburg, FL
• 07/2024 → Present
  Mariner Platform Solutions
  Overland Park, KS

Previous Registrations

• 2022-04-19 → 2024-07-01
  Capital Markets Iq, Llc
  Blacksburg, VA
  Arlington, TX
  St. Petersburg, FL

Other Businesses

HHH Holdings, LLC,; Not investment related; St. Petersburg, FL; Holdings company for liquid assets; member; 01/01/2011; 1 hour per month; none during trading hours; office administrative and clerical work Hokie Hokie LLC; not investment related; St. Petersburg, FL; Administrative services; member; 08/18/2020; 1 hour per month none during trading hours; office administrative and clerical work Manager, Three M Financial LLC, Investment related: Y, St. Petersburg, Florida. Investments related private lending company. Manager, 2 hours per month, none during trading hours, LLC owned by my Roth IRA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-01-20

Designations

• Certified Financial Planner