Principal, Co-Founder, Chief Compliance Officer · Financial Solutions Advisory Group
Mark C. Soehn
CRD 4631866 · Named on Form ADV at one SEC-registered adviser
At a glance
Financial Solutions Advisory Group, an SEC-registered wealth manager based in Chicago, IL with $935 million in regulatory assets, lists Mark C. Soehn on its Form ADV as Principal, Co-Founder, Chief Compliance Officer, a control person.
Firms and roles
- Financial Solutions Advisory GroupPrincipal, Co-Founder, Chief Compliance OfficerWealth manager · Chicago, IL · $935M 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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Scot A JurczykPrincipal, Co-Founder, Financial Solutions Advisory Group
- Scott J. MunkvoldPrincipal, Co-Founder, Financial Solutions Advisory Group
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.