Mark Allen Brinser
Investment adviser representative at Stewardship Advisors, LLC
7 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$545.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed 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
7 years in the industry.
- Stewardship Advisors, LLCNov 2011 to now
- Private Client Services, LLCOct 2016 to Oct 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Stewardship Advisors, LLC
$545.2MAssets managed
687Clients
9Advisers
10 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
- 5452201
- Firm CRD
- 277099