Mark Joseph Schmerge

Current Employers

Schmerge Executive Planning Services, Inc.

700 W. Pete Rose Way Suite 5D, Cincinnati, OH 45203 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2020-02-06
KY	RA	APPROVED	2007-02-22
OH	RA	APPROVED	2006-09-19

MI RA
APPROVED

Since 2020-02-06
KY RA
APPROVED

Since 2007-02-22
OH RA
APPROVED

Since 2006-09-19

Branch Locations

700 W. Pete Rose Way Suite 5D, Cincinnati, OH 45203 • United States

700 W. Pete Rose Way, Cincinnati, OH 45203 • 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

Organization	City	State	From	To
Schmerge Executive Planning Services Inc	Cincinnati	OH	08/1989	Present
Fortune Financial Services, Inc.	New Brighton	PA	11/2012	Present

08/1989 → Present

Schmerge Executive Planning Services Inc

Cincinnati, OH
11/2012 → Present

Fortune Financial Services, Inc.

New Brighton, PA

Other Businesses

INDEPENDENT INSURANCE AGENT & LICENSED REGISTERED INVESTMENT ADVISOR (RIA) PRESIDENT OF SCHMERGE EXECUTIVE PLANNING SERVICES, INC. Representative has rental property and receives passive income from it

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1982-05-11

S63 Uniform Securities Agent State Law Examination

1982-05-11

Designations

View on SEC IAPD

Current Employers

Schmerge Executive Planning Services, Inc.

Disclosures

Employment History

Other Businesses

Exams

Designations

Other Firms

Other Investors

Other Offices

Reviews