Mark Yatros, CFP®, ChFC®, APMA®, CDFA®
Private Wealth Advisor
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 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, the team demonstrates that belief, putting the needs of clients first, leading clients on a truly customized financial journey that best suits individual needs and goals.
Degrees & Credentials
Certified Divorce Financial Analyst® professional
Accredited Portfolio Manager Advisor (APMA)
CERTIFIED FINANCIAL PLANNER™
Chartered Financial Consultant® (ChFC®)
Series 7 and 63 securities registrations held through Commonwealth Financial Network®
District Manager, Ameriprise Financial 1997-2001
BA, Western Michigan University