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Mark Stephen Falter

MID-AMERICAN WEALTH ADVISORY GROUP INC.·KANSAS CITY, Missouri
Clean recordMID-AMERICAN WEALTH ADVISORY GROUP INC.
7505 NW TIFFANY SPRINGS PARKWAY, KANSAS CITY, MO 64153CRD# 1387482Firm CRD# 301621

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Stephen Falter · KANSAS CITY, MO
Registration
CRD #1387482 · MID-AMERICAN WEALTH ADVISORY GROUP INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Mark Stephen Falter is a registered financial advisor based in KANSAS CITY, Missouri, affiliated with MID-AMERICAN WEALTH ADVISORY GROUP INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
MID-AMERICAN WEALTH ADVISORY GROUP INC.
MID-AMERICAN WEALTH ADVISORY GROUP
AUM
$259M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at MID-AMERICAN WEALTH ADVISORY GROUP INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1387482
Firm CRD# 301621
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Stephen Falter offer?
Mark Stephen Falter specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in KANSAS CITY, Missouri for a consultation.
What are Mark Stephen Falter's credentials?
Mark Stephen Falter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Stephen Falter located?
Mark Stephen Falter is based in KANSAS CITY, Missouri, working with MID-AMERICAN WEALTH ADVISORY GROUP INC.. Their office serves clients in the KANSAS CITY metropolitan area and surrounding communities.
How does Mark Stephen Falter charge for services?
Mark Stephen Falter'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 MID-AMERICAN WEALTH ADVISORY GROUP INC.?
MID-AMERICAN WEALTH ADVISORY GROUP INC. has approximately 15 employees and manages $259M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MID-AMERICAN WEALTH ADVISORY GROUP INC.

Richard Caleb Falter
KANSAS CITY, MO
Kevin Michael Mccann
KANSAS CITY, MO

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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