MR
MR

Mark Turner Riefer

16 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
833 advisors
Number of Clients
70,834 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$94.6B

Fee Structure

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Location

11 SE 2nd St., Lee'S Summit, MO, 64063

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Mark is an insurance agent selling life, health, and annuity products, dedicating a few hours per week. He is also an investment adviser representative for Wise Wealth, LLC (nearly full-time) and Advisory Services Bright Portfolios, LLC (about a quarter of his time), and a managing member/CCO of Signal Provider Level Paths LLC (minimal time).

Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
November 2025 - Present · 3 mos
Wise Wealth, LLC
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Bright Portfolios, LLC
January 2024 - August 2025 · 1 yr 7 mos
Clear Money Path
February 2009 - January 2024 · 14 yrs 11 mos
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.