Mark Joseph Kinney
Investment adviser representative at Greenberg Financial Group
24 yearsExperience
1 stateRegistered in
$406.9MFirm assets
36 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
24 years in the industry.
- The Leaders Group IncMay 2025 to now
- Greenberg Financial GroupFeb 2025 to now
- Moore Financial StrategiesJul 2015 to now
- Omg Gourmet DessertsJan 2009 to now
- Mark J Kinney, PllcJul 2007 to now
- Strategic AdvisorsJan 2002 to now
- Greenberg Financial GoupSep 2017 to Dec 2024
- New Mustard Enterprises, LLC.Sep 2015 to Dec 2024
- Gradient Securities, LLCApr 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Greenberg Financial Group
$406.9MAssets managed
804Clients
6Advisers
36 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2635263
- Firm CRD
- 38747