Mark Yatros, CFP®, ChFC®, APMA®


Founder, Private Wealth Advisor


 

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Mark has been guiding people toward financial freedom for more than 30 years. He specializes in insurance, portfolio risk management, tax strategies, retirement income planning, estate planning, and—most importantly—knowing his clients.

After graduating from Western Michigan University with a finance degree, Mark began his career with Ameriprise Financial as a financial advisor in 1993. In early 2017, Mark formed Allegiant Wealth Strategies and partnered with Commonwealth Financial Network® to provide a truly independent and individualized comprehensive approach to financial planning. Mark believes that, in order to deliver world-class service and guidance, investment professionals should be free from influences. Every day, he and his team demonstrate that belief, putting the needs of their clients first, leading them on a truly customized financial journey that best suits their individual needs and goals.

 

Degrees & Credentials

Accredited Portfolio Manager Advisor (APMA) 2015

CERTIFIED FINANCIAL PLANNER™ 2000

Chartered Financial Consultant® (ChFC®) 1999

Series 7 and 63 securities registrations held through Commonwealth Financial Network®

District Manager, Ameriprise Financial 1997-2001

BA, Western Michigan University

 

Getting to know Mark

What would be the perfect meal?

My perfect meal would be one surrounded by all of my friends and family, enjoying each other's company.

What are you doing when you’re not working?

When I'm not working I enjoy gardening or taking a long bike ride through the backroads of Western Michigan.

What is one thing on your bucket list?

Taking an extensive trip to Bali and Tahiti are definitely on my bucket list as is traveling to Europe, Australia/New Zeeland and Asia.

What do you like most about being an Allegiant Team member?

What I like most about being an Allegiant Team Member is actually our team. We all work each day and together to serve those that have entrusted their financial future to us. As a team we do not take lightly the responsibility we have accepted to help our clients fulfill their financial futures by doing what is in their best interest.

 

 

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Mark Yatros is proud to have been recognized as a Founder's Club advisor for 2018—a distinction based on annual production that places him among the top 37 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Founder's Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Founder's Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership.

 

 

Contact Mark: [email protected]