This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Catalyst
- Established Date
- 02-06-2012
- Office Locations
- 1
Office Locations
About MVK Financial Planning, LLC
MVK Financial Planning, LLC is an independent, fee-only firm in Jefferson City, Missouri, founded by CFP® Mark V. Kleene. The practice delivers comprehensive financial planning and investment counsel for individuals and families, offering one-time consults or ongoing engagement with no net-worth or investment minimums. Investment advice emphasizes cost awareness, including scrutiny of mutual-fund expenses, and coordinates with clients’ CPAs, attorneys, and insurance professionals.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MARK VICTOR KLEENE
Chief Compliance Officer, Managing Member, Principal
- CRD
- #6008957
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $796,194 | -- |
| Non-Discretionary | $11,604,911 | -- |
| Total | $12,401,105 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $12,401,105
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $4,444,103,509 | 56.8% |
| Cash | $3,380,022,387 | 43.2% |
| Total | $7,824,125,896 | 100.0% |