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Mark K. Lund

Author of The Effective Investor, Advisor at Stonecreek Wealth Advisors, KTM Rider, Husband, and Dad

Stonecreek Wealth Advisors, Inc.

Draper

UT

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients
    • -Other Portfolio Management

Funds

Funds Used With Clients

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

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Stonecreek Wealth Advisors 7 years, 2 months Oct 2010 - Present
Sammons Securities Company, LLC 8 years, 8 months Feb 2002 - Oct 2010
Walnut Street Securities 9 years, 5 months May 2001 - Oct 2010

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Mark Lund

401K Fiduciary Awareness Guide
Published 2015-02-06 12:36:39
8 Tips For Successful Investing
Published 2015-02-06 12:33:51
5 Asset Protection Tips
Published 2015-01-21 12:52:32
    *Articles are published by advisors without compensation.

    Answers

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    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Apr 20, 2017
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      Apr 20, 2017
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Stonecreek Wealth Advisors, Inc.

    Last updated on April 17, 2017
      • N/A
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • N/A
        Accounts
      • N/A
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Subscription Fees
    • Fixed Fees