Unclaimed Profile

Mark Andrew Shank

LS INVESTMENT ADVISORS, LLC·BLOOMFIELD HILLS, Michigan

Series 6, Series 7, Series 63Clean record29 years registeredLS INVESTMENT ADVISORS, LLC

39533 WOODWARD AVENUE, BLOOMFIELD HILLS, MI 48304-5106CRD# 1088345Firm CRD# 146829

Profile Verification

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

Identity

Mark Andrew Shank · BLOOMFIELD HILLS, MI

Registration

CRD #1088345 · LS INVESTMENT ADVISORS, LLC · 29 years registered

Brand Profile

Not yet started

Career History

LSIA

Jul 2008 – present

NATIXIS ASSET MANAGEMENT ADVISORS, L.P.

Apr 2006 – Oct 2008

BOSTON, MA

LOOMIS, SAYLES & COMPANY, L.P.

Jul 1997 – Oct 2008

MILWAUKEE, WI

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Registration record

First registered · July 8, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LS INVESTMENT ADVISORS, LLC

CRD 146829 · SEC 801-69340

AUM

$803M

Regulatory assets under management

Employees

357 client accounts

Services offered by LS INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LS INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Mark Andrew Shank offer?

Mark Andrew Shank specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BLOOMFIELD HILLS, Michigan for a consultation.

What are Mark Andrew Shank's credentials?

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

Where is Mark Andrew Shank located?

Mark Andrew Shank is based in BLOOMFIELD HILLS, Michigan, working with LS INVESTMENT ADVISORS, LLC. Their office serves clients in the BLOOMFIELD HILLS metropolitan area and surrounding communities.

How does Mark Andrew Shank charge for services?

Mark Andrew Shank's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LS INVESTMENT ADVISORS, LLC?

LS INVESTMENT ADVISORS, LLC has approximately 12 employees and manages $803M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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