Skip to content

Mark Phillip Komorowski

Investment adviser representative at Wellment Financial
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$312.7MFirm assets

Are you Mark Phillip Komorowski? Claim your profile

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

Experience

17 years in the industry.

  1. Wellment FinancialNov 2025 to now
  2. Fsr Insurance Planning, Ltd.Oct 2025 to now
  3. Fsr Wealth Management Ltd.Oct 2025 to now
  4. EquitableJan 2025 to Oct 2025
  5. Equitable Advisors, LLCMar 2020 to Oct 2025
  6. AXA Advisors, LLCMar 2020 to Jun 2020
  7. Nexen GroupJul 2008 to Mar 2020

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 1 state (IL).

Wellment Financial

Legal name: Fsr Wealth Management, Ltd.

$312.7MAssets managed
405Clients
11Advisers
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
7238209
Firm CRD
166746
Advisor's SEC record (opens in a new tab)
CallContact this firm