Mark Allen Schweiss
Investment adviser representative at Modern Dollar Planning, LLC
10 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$159.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Modern Dollar Planning, LLCDec 2017 to now
- Hightower Securities, LLCAug 2016 to Sep 2017
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Modern Dollar Planning, LLC
$159.1MAssets managed
153Clients
2Advisers
3 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
- 4088794
- Firm CRD
- 174695