Mark
Satkoski
Midwest Capital Advisors, LLC
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About this Advisor
Mark Satkoski is a certified financial planner working out of Grand Rapids, Michigan with 8 years of industry experience. Satkoski currently works for Midwest Capital Advisors, LLC. Their career trajectory has included roles at Ameriprise Financial Services, Inc and Midwest Capital Advisors, LLC. Satkoski has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Michigan. Midwest Capital Advisors, LLC is a registered investment company that has its headquarters in Grand Rapids, MI. It administers $767 million in total assets among its 780 accounts, placing it among the larger firms in the United States by assets under management. The firm advises five charitable organizations. Of its 780 customer accounts, 24% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Midwest Capital Advisors, LLC performs a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, educational seminars and other services. Fees for financial management typically vary depending on the type of services offered. Fees billed by Midwest Capital Advisors, LLC likely include any combination of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Midwest Capital Advisors, LLC Brokerage Details
$767,047,736
8
780
$983,395
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
- Other
Mark Satkoski Work History
Mark has been registered as a financial advisor for 8 years.*
Midwest Capital Advisors, LLC
Ameriprise Financial Services, Inc
*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 Satkoski 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 Midwest Capital Advisors, LLC
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
