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Mark Chester Franczyk

Investment adviser representative at Kestra Advisory Services, LLC
11 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$79.8BFirm 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 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

11 years in the industry.

  1. Kestra Advisory Services, LLCMay 2021 to now
  2. Kestra Investment Services, LLCApr 2020 to now
  3. Austin Hatch & Smith, LLC (dba Christopher Street Financial)Feb 2020 to now
  4. UnemployedApr 2019 to Feb 2020
  5. Heat Watch LLCMay 2018 to Apr 2019
  6. UnemployedNov 2015 to May 2018

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2021
  • Series 63 · Uniform Securities Agent State Law2021

State registrations

Registered as an investment adviser representative in 4 states (CT, NJ, NY, TX).

Kestra Advisory Services, LLC

$79.8BAssets managed
117,403Clients
1,473Advisers
27 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
5753117
Firm CRD
283330
Advisor's SEC record (opens in a new tab)
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