Mark Anton Baksic
Investment adviser representative at Life Planning Advisors LLC
17 yearsExperience
1 stateRegistered in
$169.2MFirm assets
4 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Life Planning Advisors, LLCAug 2024 to now
- Western International Securities, Inc.Nov 2013 to now
- The Precision CompaniesJun 2009 to now
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (CA).
Life Planning Advisors LLC
$169.2MAssets managed
979Clients
4Advisers
4 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
- 5749934
- Firm CRD
- 151292