Unclaimed Profile

Mark Thomas Sumsion

STRATEGIS FINANCIAL GROUP, INC·PROVO, Utah

SIE, Series 3, Series 7, Series 24, Series 63, Series 6534 years registeredSTRATEGIS FINANCIAL GROUP, INC

2230 N UNIVERSITY PKWY., STE 9C, PROVO, UT 84604CRD# 1812582Firm CRD# 104861

Profile Verification

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

Identity

Mark Thomas Sumsion · PROVO, UT

Registration

CRD #1812582 · STRATEGIS FINANCIAL GROUP, INC · 34 years registered

Brand Profile

Not yet started

Career History

SAVVY

Jun 2026 – present

BLUE BARN WEALTH

Apr 2024 – present

STRATEGIS FINANCIAL GROUP, INC

Dec 1991 – Sep 2024

Orem, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · December 30, 1991

Years registered · 34

Disclosure History

2011Customer Dispute·Settled

2010Customer Dispute·Settled

1989Employment Separation After Allegations

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

STRATEGIS FINANCIAL GROUP, INC

CRD 104861 · SEC 801-36025

AUM

$32M

Regulatory assets under management

Employees

395 client accounts

Services offered by STRATEGIS FINANCIAL GROUP, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other advisory services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at STRATEGIS FINANCIAL GROUP, INC →

Introduction

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Frequently Asked Questions

What services does Mark Thomas Sumsion offer?

Mark Thomas Sumsion specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PROVO, Utah for a consultation.

What are Mark Thomas Sumsion's credentials?

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

Where is Mark Thomas Sumsion located?

Mark Thomas Sumsion is based in PROVO, Utah, working with STRATEGIS FINANCIAL GROUP, INC. Their office serves clients in the PROVO metropolitan area and surrounding communities.

How does Mark Thomas Sumsion charge for services?

Mark Thomas Sumsion'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 STRATEGIS FINANCIAL GROUP, INC?

STRATEGIS FINANCIAL GROUP, INC has approximately 6 employees and manages $32M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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