MC
CFP
MC
CFP

Mark Steven Coffey

24 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)
Firm Size
17 advisors
Number of Clients
983 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$2.1B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$2,500
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Contact

MC
Mark Steven Coffey

Location

4111 Worth Ave., #510, Columbus, OH, 43219-3599

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Mark is a managing member of 644 Pearl LLC, a rental real estate business, since 2011. He spends minimal time collecting rent and paying the mortgage.

Employment History
Current Registrations
Summit Financial Strategies INC
July 2010 - Present · 15 yrs 7 mos
Previous Registrations
John E. Sestina and Company
March 2001 - March 2012 · 11 yrs
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.
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Mark Steven Coffey
Mark Steven Coffey - Financial Advisor | TrueAdvisor