Introducing Mark K. Lund…
Mark K. Lund – is The Investor Coach. Mark publishes two newsletters called, “The Mark Lund Growth Report” and “The Investor Coach.” He produces a regular podcast called “Mark Lund on Money” you can find on iTunes. He has written articles for or been quoted in: The Salt Lake Tribune, The Enterprise Newspaper, The Utah Business Connect Magazine, Univision Online, Newsmax.com, Lovetoknow.com, Ezine @rticles, just to name a few. You also may have seen him on KUTV channel 2, or as a guest speaker at a local association or business. Mark also is a regular guest speaker for other financial professionals throughout the United States in the areas of practice management. Mark has spent over a decade coaching his clients to stay the course with their investment portfolios. His clients have used his ideas to help reduce their taxes in retirement, pass on their estate tax-free and enjoy more spendable income.
In 1999 he was brought on with the Principal Financial Group, a financial planning firm. He received the honors of “Rookie of the year” and “New agent of the year.” In 2001 he founded Stonecreek Wealth Advisors, Inc. a retirement planning, investor coaching firm. In 2002, Mark teamed up with the H.S. Dent Foundation and became “Master Certified” as the Financial Advisor for the Salt Lake area. He has been helping families with their investment and retirement goals for over a decade. He is a well-known local financial educator in the matters of retirement planning and investment strategies. His investor coaching workshops have been widely attended throughout the Salt Lake area. He is also a regular guest speaker at workshops for other financial professionals.
Mark has a seasoned understanding of the needs of his clients. What Mark seeks to offer is peace of mind. He is interested in long-term relationships that are mutually beneficial and built on the highest level of integrity, trust, and service. It is this outstanding service and commitment to excellence that allows Mark to expand his practice. We are sure you will appreciate the dedication he will give to you. Mark and his staff are committed to providing you with prompt, courteous, high-quality service.
Marks education includes: Master Certified with the H.S. Dent Foundation, Series 6 license, Series 65 license, Series 63 license, AAMS (Accredited Asset Manager Specialist,) College of Financial Planning, Denver CO. Fall of this year. CHfC (Chartered Financial Consultant), American College of Financial Planning, Denver CO. Estimated graduation fall of this year.
In Marks spare time he enjoys playing with his kids, fishing, reading, writing, riding dirt bikes and going on walks with his best friend, his wife.
Mark offers securities through Sammons Securities Company, LLC Member of FINRA and SIPC. Mark offers fee-based investment advisory services through Sigma Planning Corporation, a registered investment advisor.
FINRA (The Financial Industry Regulatory Authority), is the largest non-governmental regulator for all securities firms doing business in the United States.
www.finra.org
SIPC (Securities Investor Protection Corporation), SIPC is an important part of the overall system of investor protection in the United States. While a number of federal, self-regulatory and state securities agencies deal with cases of investment fraud, SIPC’s focus is both different and narrow: Restoring funds to investors with assets in the hands of bankrupt and otherwise financially troubled brokerage firms. The Securities Investor Protection Corporation was not chartered by Congress to combat fraud. www.sipc.com
Please feel free to schedule a time to attend one of Marks client coaching events. His staff will be happy to arrange a time for you to attend. He welcomes you to see if coaching is right for you.
Mark’s office: 1-801-545-0696
Mark’s email: mark@stonecreekwealthavisors.com
Other Websites of interest
www.StonecreekWealthAdvisors.com
