Mark Richard Stephens
Investment adviser representative at Pendulum Wealth Partners
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$282.8MFirm 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
Experience
12 years in the industry.
- Pendulum Wealth PartnersMay 2025 to now
- Ejmk Ventures LLC d/b/a Pendulum Wealth PartnersMay 2025 to now
- Ameriprise Financial Services, LLCJan 2020 to May 2025
- Bomark Cleaning, Inc.Jan 2019 to Dec 2019
- a TavolaSep 2018 to Oct 2018
- Bomark Cleaning, Inc.Jun 2018 to Aug 2018
- Beloit CollegeAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Pendulum Wealth Partners
Legal name: Ejmk Ventures LLC
$282.8MAssets managed
274Clients
9Advisers
1 yearIn 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
- 7224162
- Firm CRD
- 335762