Unclaimed Profile

Heidi Dawn Mark

ENDEAVOR PRIVATE WEALTH, INC.·TOPEKA, Kansas

SIE, Series 7, Series 63, Series 65Clean record15 years registeredENDEAVOR PRIVATE WEALTH, INC.

TOWNSITE PLAZA 3, 120 SE 6TH AVE, TOPEKA, KS 66603CRD# 4790248Firm CRD# 313053

Profile Verification

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

Identity

Heidi Dawn Mark · TOPEKA, KS

Registration

CRD #4790248 · ENDEAVOR PRIVATE WEALTH, INC. · 15 years registered

Brand Profile

Not yet started

Career History

ENDEAVOR PRIVATE WEALTH, INC.

Jun 2021 – present

WELLS FARGO CLEARING SERVICES, LLC

Nov 2011 – Aug 2021

TOPEKA, KS

WELLS FARGO ADVISORS, LLC

May 2011 – Nov 2011

TOPEKA, KS

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · May 6, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ENDEAVOR PRIVATE WEALTH, INC.

CRD 313053 · SEC 801-120702

AUM

$304M

Regulatory assets under management

Employees

1,568 client accounts

Services offered by ENDEAVOR PRIVATE WEALTH, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ENDEAVOR PRIVATE WEALTH, INC. →

Introduction

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Frequently Asked Questions

What services does Heidi Dawn Mark offer?

Heidi Dawn Mark specializes in Financial Planning, Investment Management. Contact their office in TOPEKA, Kansas for a consultation.

What are Heidi Dawn Mark's credentials?

Heidi Dawn Mark is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Heidi Dawn Mark located?

Heidi Dawn Mark is based in TOPEKA, Kansas, working with ENDEAVOR PRIVATE WEALTH, INC.. Their office serves clients in the TOPEKA metropolitan area and surrounding communities.

How does Heidi Dawn Mark charge for services?

Heidi Dawn Mark's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ENDEAVOR PRIVATE WEALTH, INC.?

ENDEAVOR PRIVATE WEALTH, INC. has approximately 8 employees and manages $304M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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