Unclaimed Profile

Mark Lewis Kornblau

FINANCIAL DESIGN & MANAGEMENT, INC.·FORT COLLINS, Colorado

SIE, Series 6, Series 7, Series 22, Series 24, Series 51, Series 63CFP27 years registeredFINANCIAL DESIGN & MANAGEMENT, INC.

4645 ZIEGLER ROAD, FORT COLLINS, CO 80528CRD# 1085912Firm CRD# 113387

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark Lewis Kornblau · FORT COLLINS, CO

Registration

CRD #1085912 · FINANCIAL DESIGN & MANAGEMENT, INC. · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FINANCIAL DESIGN & MANAGEMENT, INC.

COSNER FINANCIAL GROUP, LLC

Jul 2020 – Jun 2023

FORT COLLINS, CO

FINANCIAL DESIGN & MANAGEMENT, INC.

Jan 1999 – Jul 2020

FORT COLLINS, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 24

Series 51

Series 63

Registration record

First registered · January 1, 1999

Years registered · 27

Professional designation · CFP

Disclosure History

2010Customer Dispute·Closed-No Action

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

FINANCIAL DESIGN & MANAGEMENT, INC.

CRD 113387 · SEC 801-63233

AUM

$205M

Regulatory assets under management

Employees

611 client accounts

Services offered by FINANCIAL DESIGN & MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FINANCIAL DESIGN & MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Mark Lewis Kornblau offer?

Mark Lewis Kornblau specializes in Financial Planning, Investment Management.

What are Mark Lewis Kornblau's credentials?

Mark Lewis Kornblau holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Mark Lewis Kornblau located?

Mark Lewis Kornblau is based in FORT COLLINS, Colorado, last registered with FINANCIAL DESIGN & MANAGEMENT, INC..

How does Mark Lewis Kornblau charge for services?

Mark Lewis Kornblau's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: retainer. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FINANCIAL DESIGN & MANAGEMENT, INC.?

FINANCIAL DESIGN & MANAGEMENT, INC. has approximately 7 employees and manages $205M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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