Best Investors Account Sign in

Mark Patrick Wenzl

Private Client Services, LLC

North Kansas City, MO

Louisville, KY

Claim This Profile
Current Employers
Private Client Services, Llc

2225 Lexington Road, Louisville, KY 40206 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2013-11-27
  • MO RA
    APPROVED
    Since 2013-11-27

Branch Locations

310 Armour Rd Suite 215, North Kansas City, MO 64119 • United States

2225 Lexington Rd, Louisville, KY 40206 • 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
OrganizationCityStateFromTo
Private Client Services Llc Louisville KY 07/2010 Present
Other Businesses

DISABILITY AND LIFE INSURANCE SALES

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-10-07
S63 Uniform Securities Agent State Law Examination 1982-09-03
  • S65 Uniform Investment Adviser Law Examination
    2010-10-07
  • S63 Uniform Securities Agent State Law Examination
    1982-09-03

View on SEC IAPD

Other Firms

PROSPERITY PLANNING
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
IN THE GAME WEALTH MANAGEMENT
PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
FLATTERY WEALTH MANAGEMENT LLC
CL MANAGEMENT GROUP LLC

Other Investors

RYAN KENT NOBLE
Justin Ronald Locke
KENNETH AUSTIN BORUM
Daniel Scott Reiter
Ryan Walker
Colten Michael Honigman
Alyssa Claire Hon
Travis Adam Franks

Other Offices

PROSPERITY PLANNING · NORTH KANSAS CITY, MO
CETERA INVESTMENT ADVISERS LLC · NORTH KANSAS CITY, MO
EDWARD JONES · North KANSAS CITY, MO
EDWARD JONES · NORTH KANSAS CITY, MO
IN THE GAME WEALTH MANAGEMENT · NORTH KANSAS CITY, MO
PFS INVESTMENTS INC. · NORTH KANSAS CITY, MO
PFS INVESTMENTS INC. · NORTH KANSAS CITY, MO
CETERA INVESTMENT ADVISERS LLC · NORTH KANSAS CITY, MO

More in North Kansas City, MO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor