Mark Atchity, financial advisor Overland Park KS

Mark Atchity

CRD Number: 2530342
Current Firm: Cabin Advisors, LLC

Mark Atchity (CRD# 2530342) is an Investment Advisor Representative working at Cabin Advisors, LLC in Overland Park, KS and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Cabin Advisors, LLC Overland Park, KS Jan 2021 - Current 3
Valley Pointe LLC Leawood, KS Jun 2018 - Current 5
Cabin Securities Overland Park, KS Sep 2013 - Current 10
Jcc Capital Markets, LLC Laguna Niguel, CA Jan 2013 - Current 11
Arete Wealth Management LLC Schaumburg, IL Oct 2013 - Feb 2016 2
Axxcess Capital Partners, LLC Carlsbad, CA Sep 2013 - Feb 2016 2
Atchity Growth Partners, LLC Pasadena, CA Jun 2013 - Oct 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1995
S65 NASAA Investment Advisors Law Examination Jul 2022
Contact Info for Mark A. Atchity
Phone Number: 913-933-3351
Registered State(s):
  • AZ
  • CA
  • IN
  • KS
By the Numbers
  • Total Assets Under Management
    73
    MILLIONS
  • Total Number of Accounts
    338
    ACCOUNTS
  • Average Account Value
    $215,282
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, IN, KS, TN

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