Mark Louis Nothnagel
Investment adviser representative at Captrust
12 yearsExperience
1 stateRegistered in
$1.2TFirm assets
23 yearsFirm in business
Are you Mark Louis Nothnagel? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- CaptrustJan 2026 to now
- Capfinancial Partners, LLC. (captrust)Jan 2026 to now
- Mariner InstitutionalOct 2023 to Jan 2026
- Mariner Wealth AdvisorsJun 2018 to Jan 2026
- Msec, LLCOct 2014 to Jun 2024
- Mariner Retirement AdvisorsOct 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (KS).
Captrust
Legal name: Capfinancial Partners, LLC
$1.2TAssets managed
41,750Clients
951Advisers
23 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
- 3066855
- Firm CRD
- 175112