Unclaimed Profile

Mark Kangas

NORTH STAR ADVISORY GROUP, LLC·BEACHWOOD, Ohio

SIE, Series 7, Series 9, Series 10, Series 31, Series 66Clean record23 years registeredNORTH STAR ADVISORY GROUP, LLC

2000 AUBURN DRIVE, BEACHWOOD, OH 44122CRD# 4545075Firm CRD# 171694

Profile Verification

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

Identity

Mark Kangas · BEACHWOOD, OH

Registration

CRD #4545075 · NORTH STAR ADVISORY GROUP, LLC · 23 years registered

Brand Profile

Not yet started

Career History

NORTH STAR ADVISORY GROUP, LLC

Aug 2014 – present

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jun 2013 – Apr 2016

BEACHWOOD, OH

STIFEL, NICOLAUS & COMPANY, INCORPORATED

Jan 2009 – Jun 2013

PEPPER PIKE, OH

WACHOVIA SECURITIES, LLC

Jan 2008 – Jan 2009

BEACHWOOD, OH

A. G. EDWARDS & SONS, INC.

Oct 2002 – Jan 2008

BEACHWOOD, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 31

Series 66

Registration record

First registered · October 11, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NORTH STAR ADVISORY GROUP, LLC

CRD 171694 · SEC 801-123132

AUM

$183M

Regulatory assets under management

Employees

422 client accounts

Services offered by NORTH STAR ADVISORY GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NORTH STAR ADVISORY GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Mark Kangas offer?

Mark Kangas specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BEACHWOOD, Ohio for a consultation.

What are Mark Kangas's credentials?

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

Where is Mark Kangas located?

Mark Kangas is based in BEACHWOOD, Ohio, working with NORTH STAR ADVISORY GROUP, LLC. Their office serves clients in the BEACHWOOD metropolitan area and surrounding communities.

How does Mark Kangas charge for services?

Mark Kangas'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 NORTH STAR ADVISORY GROUP, LLC?

NORTH STAR ADVISORY GROUP, LLC has approximately 6 employees and manages $183M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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