Heidi Dawn Mark
Investment adviser representative at Endeavor Private Wealth, Inc.
17 yearsExperience
1 stateRegistered in
$595.3MFirm assets
5 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
17 years in the industry.
- Endeavor Private Wealth, Inc.Jun 2021 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Jun 2021
- Wells Fargo Advisors LLCMay 2009 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (KS).
Endeavor Private Wealth, Inc.
$595.3MAssets managed
535Clients
12Advisers
5 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
- 4790248
- Firm CRD
- 313053