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Mark Turner Riefer

BEREAN PORTFOLIOS, LLC·ROLLA, Missouri
Series 7, Series 9, Series 10, Series 63, Series 65Clean record17 years registeredBEREAN PORTFOLIOS, LLC
619 PINE STREET NORTH, ROLLA, MO 65401CRD# 2074727Firm CRD# 328960

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Turner Riefer · ROLLA, MO
Registration
CRD #2074727 · BEREAN PORTFOLIOS, LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

Jan 2024Aug 2025
LEE'S SUMMIT, MO
WISE WEALTH, LLC
Jan 2024Dec 2025
LEE'S SUMMIT, MO
CLEAR MONEY PATH
Feb 2009Jan 2024
ROLLA, MO
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 9
Series 10
Series 63
Series 65
Registration record
First registered · February 17, 2009
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BEREAN PORTFOLIOS, LLC
CRD 328960 · SEC 801-129224
Employees
2
Total firm employees
Services offered by BEREAN PORTFOLIOS, LLC
Per Form ADV
Security ratings or pricing services
Introduction

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05

Frequently Asked Questions

What services does Mark Turner Riefer offer?
Mark Turner Riefer specializes in Fee-Only Advisory. Contact their office in ROLLA, Missouri for a consultation.
What are Mark Turner Riefer's credentials?
Mark Turner Riefer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Turner Riefer located?
Mark Turner Riefer is based in ROLLA, Missouri, working with BEREAN PORTFOLIOS, LLC. Their office serves clients in the ROLLA metropolitan area and surrounding communities.
How does Mark Turner Riefer charge for services?
Mark Turner Riefer'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 BEREAN PORTFOLIOS, LLC?
BEREAN PORTFOLIOS, LLC has approximately 2 employees. The firm is registered with the SEC as an investment adviser.
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