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Mark Christopher Soehn

Investment adviser representative at Financial Solutions Advisory Group
23 yearsExperience
3 statesRegistered in
$935MFirm assets
23 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

Experience

23 years in the industry.

  1. Financial Solutions Advisory GroupMar 2003 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2004

State registrations

Registered as an investment adviser representative in 3 states (CA, IL, IN).

Financial Solutions Advisory Group

Legal name: Financial Solutions Advisory Group, Inc.

$935MAssets managed
360Clients
8Advisers
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
4631866
Firm CRD
125218
Advisor's SEC record (opens in a new tab)
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