Unclaimed Profile

Mark Paul Schoenbeck

KESTRA PRIVATE WEALTH SERVICES, LLC·AUSTIN, Texas

SIE, Series 7, Series 24, Series 63, Series 65CFPClean record26 years registeredKESTRA PRIVATE WEALTH SERVICES, LLC

5707 SOUTHWEST PARKWAY, AUSTIN, TX 78735CRD# 2625829Firm CRD# 155193

Profile Verification

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

Identity

Mark Paul Schoenbeck · AUSTIN, TX

Registration

CRD #2625829 · KESTRA PRIVATE WEALTH SERVICES, LLC · 26 years registered

Brand Profile

Not yet started

Career History

KESTRA ADVISORY SERVICES, LLC

Apr 2016 – present

NFP ADVISOR SERVICES, LLC

Jan 2016 – Sep 2016

AUSTIN, TX

CURIAN CAPITAL, LLC

Jan 2011 – Jan 2016

DENVER, CO

GENWORTH FINANCIAL WEALTH MANAGEMENT, INC.

Oct 2008 – Jan 2011

PLEASANT HILL, CA

CURIAN CAPITAL, LLC

Jun 2005 – Apr 2007

DENVER, CO

MUTUAL SERVICE CORPORATION

Jun 2000 – Jun 2005

WEST PALM BEACH, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · June 22, 2000

Years registered · 26

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KESTRA PRIVATE WEALTH SERVICES, LLC

CRD 155193 · SEC 801-71936

AUM

$7.3B

Regulatory assets under management

Employees

158

21,652 client accounts

Services offered by KESTRA PRIVATE WEALTH SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KESTRA PRIVATE WEALTH SERVICES, LLC →

Introduction

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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

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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