Mark Biggs
Investment adviser representative at Kinetic Investment Management, Inc.
12 yearsExperience
1 stateRegistered in
$450.9MFirm assets
6 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Kinetic Investment Management, Inc.Feb 2024 to now
- Denali Real Estate Group LLCJan 2021 to now
- Biggs Financial Services, LLCNov 2020 to now
- J&m Real Estate Investments LLCJul 2020 to now
- Jsmb Investments LLCJul 2020 to now
- Mkb Real Estate Holdings LLCJun 2020 to now
- Biggs Real Estate, LLCJan 2014 to now
- Simplicity WealthJun 2022 to Feb 2024
- Magnolia Wealth Management LLCJul 2021 to Jun 2022
- Represent U LLCJul 2021 to Apr 2022
- Titan Capital LLCJul 2021 to Apr 2022
- Studle Financial ServicesJan 2016 to Oct 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (KY).
Kinetic Investment Management, Inc.
$450.9MAssets managed
1,460Clients
27Advisers
6 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
- 7397527
- Firm CRD
- 283034