Talk to sales Try for Free
Mark Satkoski, CFP®, AIF®

Mark Satkoski, CFP®, AIF®

Branch Manager

Followers of Mark Satkoski, CFP®, AIF®406 followers
location of Mark Satkoski, CFP®, AIF®Grand Rapids, Michigan, United States

Connect with Mark Satkoski, CFP®, AIF® to Send Message

Connect

Connect with Mark Satkoski, CFP®, AIF® to Send Message

Connect

  • Timeline

  • About me

    Principal at Midwest Capital Advisors, LLC

  • Education

    • Grand Valley State University

      -
      MBA

    • Grand Valley State University

      -
      BBA Finance

      Atividades e grupos:Seidman Investment Portfolio Organization, Intramural Athletics

  • Experience

    • Scottrade

      Jan 2005 - Mar 2013
      Branch Manager

    • Kevin Toler & Associates

      Jan 2013 - Jan 2014
      Client Service Manager

      A private wealth advisory practice of Ameriprise Financial Services, Inc.

    • Midwest Capital Advisors

      Jan 2015 - now

      • Principal

        Jan 2019 - now

      • Senior Wealth Advisor

        Jan 2015 - now

  • Licenses & Certifications

    • Accredited Investment Fiduciary®

      Center for Fiduciary Studies
      Mar 2018

    • CERTIFIED FINANCIAL PLANNER™

      Certified Financial Planner Board of Standards, Inc.
      Nov 2013