Mark Belcak
Investment adviser representative at Mtm Financial Group, LLC
14 yearsExperience
1 stateRegistered in
$771.6MFirm assets
11 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 assetsHourlyFixed or flat fee
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
14 years in the industry.
- Mtm Financial Group, LLCApr 2012 to now
- Mtm FinancialApr 2012 to now
- The Strategic Financial Alliance, Inc.Apr 2012 to now
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (PA).
Mtm Financial Group, LLC
$771.6MAssets managed
3,276Clients
8Advisers
11 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
- 4270210
- Firm CRD
- 147221