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Partner/senior Financial Planner, Managing Member, and CCO · Modern Dollar Planning, LLC

Mark A. Schweiss

CRD 4088794 · Named on Form ADV at one SEC-registered adviser

At a glance

Modern Dollar Planning, LLC, an SEC-registered wealth manager based in St. Louis, MO with $159 million in regulatory assets, lists Mark A. Schweiss on its Form ADV as Partner/senior Financial Planner, Managing Member, and CCO, a control person.

Firms and roles

  • Modern Dollar Planning, LLCPartner/senior Financial Planner, Managing Member, and CCOWealth manager · St. Louis, MO · $159M in regulatory assets

AtlasMembers

Mark’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mark’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.