Mark
Kimmel
Belpointe Asset Management LLC
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About this Advisor
Mark Kimmel is a financial advisor operating out of Noblesville, Indiana with a total of 6 years of relevant experience. Kimmel is an advisor for Belpointe Asset Management LLC. Throughout their career, Kimmel has worked at Kimmel Consulting LLC, Allegiant Financial Group, Equity Services, Inc, Remington Financial Advisors, National Life Insurance Company, Belpointe Asset Management, LLC and Ssn Advisory, Inc. Kimmel has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Indiana. Belpointe Asset Management LLC is a business based out of Reno, NV. The investment advisory business has offices in 95 locations and a total of 226 advisors. It handles $4 billion in assets under management among its 16,063 accounts, placing it among the largest firms in the nation by assets under management. The firm advises four charities and foundations. Of its 16,063 customer accounts, just 8% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services are based on which service is offered. Fee types billed by Belpointe Asset Management LLC most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Belpointe Asset Management LLC Brokerage Details
$3,855,302,523
226
16,063
$240,011
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Mark Kimmel Work History
Mark has been registered as a financial advisor for 6 years.*
Belpointe Asset Management, LLC
Kimmel Consulting LLC
Remington Financial Advisors
Ssn Advisory, Inc
Allegiant Financial Group
Equity Services, Inc
National Life Insurance Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mark Kimmel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Belpointe Asset Management LLC
Charlotte, NC
Reno, NV
Reno, NV
Haddon Heights, NJ
Danville, CA
Champaign, IL
Reno, NV
Hartland, WI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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