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Mark Thomas Sumsion

STRATEGIS FINANCIAL GROUP, INC·PROVO, Utah
Clean recordSTRATEGIS 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Mark Thomas Sumsion is a registered financial advisor based in PROVO, Utah, affiliated with STRATEGIS FINANCIAL GROUP, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
STRATEGIS FINANCIAL GROUP, INC
STRATEGIS FINANCIAL GROUP, INC
AUM
$32M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at STRATEGIS FINANCIAL GROUP, INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other advisory services
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1812582
Firm CRD# 104861
View on FINRA BrokerCheck →

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05

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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Other Advisors at STRATEGIS FINANCIAL GROUP, INC

Richard Parker Reid
PROVO, UT
Scott Hunter Garbutt
PROVO, UT

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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