TrueAdvisor
TrueAdvisor
MS
MS

Mark Thomas Sumsion

Blue Barn Wealth
37 Years of Experience
3 DisclosuresSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementEstate PlanningTax PlanningCharitable GivingBusiness OwnersHigh Net Worth
Blue Barn Wealth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
303 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$521.4M

Fee Structure

Minimum Investment:$5K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $4.0M0.75%
$4.0M - $10.0M0.50%
$10M+0.25%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

370 West Center Street, Orem, UT, 84057

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2011
Settled
Customer Dispute
October 2010
Settled
Employment Separation After Allegations
November 1989
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Mark is the owner/manager of Jigzy Enterprises, LLC, a rental property business, dedicating minimal time to it. He is also a sole proprietor selling fixed insurance, but does not intend to sell any insurance products.

Employment History
Current Registrations
Blue Barn Wealth
April 2024 - Present · 1 yr 10 mos
Previous Registrations
First Western AdvisorsBroker
January 2012 - May 2017 · 5 yrs 4 mos
Liberty Partners Financial Services, LLCBroker
January 2010 - January 2012 · 2 yrs
Stonehurst Securities, INC.Broker
September 2006 - January 2010 · 3 yrs 4 mos
Brecek & Young Advisors, INC.Broker
January 2004 - September 2006 · 2 yrs 8 mos
Rydex Distributors, INC.Broker
April 2002 - December 2003 · 1 yr 8 mos
Freedom Financial, INC.Broker
February 2000 - April 2002 · 2 yrs 2 mos
Securities Service Network, INC.Broker
May 1996 - January 2000 · 3 yrs 8 mos
Strategis Financial Group, INC
December 1991 - September 2024 · 32 yrs 9 mos
Securities America, INC.Broker
March 1990 - March 1996 · 6 yrs
Shearson Lehman Hutton INC.Broker
March 1988 - December 1989 · 1 yr 9 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.