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Mark Paul Schoenbeck

KESTRA PRIVATE WEALTH SERVICES, LLC·AUSTIN, Texas
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5707 SOUTHWEST PARKWAY, AUSTIN, TX 78735CRD# 2625829Firm CRD# 155193
01

About

Mark Paul Schoenbeck is a registered financial advisor based in AUSTIN, Texas, affiliated with KESTRA PRIVATE WEALTH SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
KESTRA PRIVATE WEALTH SERVICES, LLC
KESTRA PRIVATE WEALTH SERVICES, LLC
AUM
$7.3B
Regulatory assets under management
Employees
158
Total firm employees
View all advisors at KESTRA PRIVATE WEALTH SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2625829
Firm CRD# 155193
7 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Paul Schoenbeck offer?
Mark Paul Schoenbeck specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AUSTIN, Texas for a consultation.
What are Mark Paul Schoenbeck's credentials?
Mark Paul Schoenbeck is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Paul Schoenbeck located?
Mark Paul Schoenbeck is based in AUSTIN, Texas, working with KESTRA PRIVATE WEALTH SERVICES, LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.
How does Mark Paul Schoenbeck charge for services?
Mark Paul Schoenbeck'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 KESTRA PRIVATE WEALTH SERVICES, LLC?
KESTRA PRIVATE WEALTH SERVICES, LLC has approximately 158 employees and manages $7.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)
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DALLAS GuideHOUSTON GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
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