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Mark Mackenzie Rosel

Building high performance portfolios for the unique, sophisticated, and risk adverse.

No Current Employment Listed

Roeland Park

KS

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Overview

Services

Advisor Services

  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Cerner Corporation 6 years, 4 months Dec 2013 - Present
Dst Systems 2 years Dec 2011 - Dec 2013
New Horizons Rv Corp 3 years, 2 months Jun 2008 - Aug 2011
Kansas State University 6 years Jun 2004 - Jun 2010

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Mark Rosel

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Answers

Ask a financial questionAsk a question
I am leaving the company and would like to withdraw any money I have in my current 401k account, how do I do that?
There a lot of rules regarding 401k accounts and what you can do with the funds. Consequences for not following the proper steps may leave you with an expensive tax bill. You could face a 10% penalty if withdrawn before age 59.5 and the withdrawal could be taxed at the ordinary income level. This is...  (more)
Answered Mar 2015
I need to take out $3700 from my traditional IRA and have no clue how much tax to pay on it. Do I pay a fixed $ or %?
Sarah,That's a good question and depends on a few details. Regardless, you will pay a percentage on the withdrawal and the amounts in your traditional IRA are not taxed until they are withdrawn.If you are 59.5 or older, you will be subject to income tax on the withdrawal. If you are younger than 5...  (more)
Answered Mar 2015
How can i see my account?
Please post more information to help us answer your question. If you are referring to a broker, 401k, or investment account... Any more, nearly all institutions have an online portal to view your account information. If you work for a midsized to large company, it's also possible you can access you...  (more)
Answered Feb 2015
How do I know if I need a financial advisor?
I agree with Michael that not everybody needs a financial advisor if that person is comfortable in doing the research and taking their time. "Financial Advisor" is a general term for investment professionals and includes several different categories and expertise. The term is most often used to ref...  (more)
Answered Mar 2015
Should I invest in the stock market or mutual funds?
There's a common approach for advisor recommendations which may have led to some confusion, and perhaps the basis for your questions.. Age, income, and debt are all factors. The other factor you left out is risk tolerance. Are you risk averse, moderate, or love risk?Now, there is no perfect allocat...  (more)
Answered Feb 2015
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Not registered
    • disclosures
      None
    • as of date
      Nov 25, 2018
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      N/A
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Advisor

    Last updated on Nov. 26, 2018
      • $25.0K
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 1
        number of clients
      • $25.0K
        Estimated Average Account Balance Per Client

    Fees

    Fee Only Advisor
    $
    This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

    Types of Compensation Arrangements