MA
Mark Allen Schweiss
CRD 4088794
Certified Financial Planner
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Modern Dollar Planning, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Modern Dollar Planning, Llc
Partner/Senior Financial Planner, Managing Member, And Cco · 75% or more · Apr 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗