Mark K. Lund, Independent Investment Advisor

Mark K. Lund is the author of The Effective Investor, a #1 best seller, and founder of Stonecreek Wealth Advisors, Inc. an independent, fee-only, Registered Investment Advisory firm.  He has provided articles for or been quoted in: The Wall Street Journal, The Salt Lake Tribune, The Enterprise Newspaper, The Utah Business Connect Magazine, US News & World Report, and Newsmax.com, just to name a few.  Mark publishes two newsletters called, “The Mark Lund Growth Report” and “Mark Lund on Money.”  Mark provides CPE (continuing professional education) courses for CPA’s.  You may also have seen him on KUTV Channel 2, or as a guest speaker at a local association or business. Mark provides investment and retirement planning services for individuals and 401(k) consulting for small businesses.

In his book, The Effective Investor, Mark exposes the false narrative magazines, media, big Wall Street firms, and most advisors want you to believe.  The good news is that Mark will show you that you don’t need their speculative ways of investing in order to be a successful investor.

Get a free copy when you schedule your initial consultation.

Rather than just list off the usual boring bio, we thought we would start off with four secrets Mark has to a happy life.  

#1 Start off with really great people. 

I was the oldest of four and grew up in Sandy, Utah.  I was blessed with a great family who taught me values, honesty and hard work.  I have many great memories spending time with my four other siblings building forts, playing basketball, and family camping trips.  As a teenager I had the goal to make 100 free throws in a row.  I would practice basketball for hours.  The best I ever got was 81 in a row and 97 out of 100, twice.  I think the big lesson I learned growing up from my family is that it’s not talent or education that determines a person’s value, but integrity.  I new as a boy I always wanted to have these kind of associations through out my life. 

#2 Make good decisions early on.

As a young man I had the opportunity to live in West Virginia for a couple years.  This was a great experience and taught me a lot about people.  The big lesson I learned during this time was to show kindness to others always.  

In my early 20s I wanted to go into hotel management.  I was lucky enough to get a great job at the Monte Carlo Hotel in Las Vegas as a way to pay for college.  This was a fun job, meeting celebrities and meeting great people.  While working there I realized that I did not want to go into Hotel Management.  It was during this time, however, that I realized what I wanted to do in life.  I wanted to become an Investment Advisor.  

#3 Marry a very good person.

When I first met my “future” wife she was heading off to Atlanta Georgia.  Our story is a little different than most.  Usually you hear about a girl waiting for a boy.  With us, it was me waiting for her.  We wrote every week while she was gone.  I bought a ring for her and when she returned home we got engaged.  

It wasn’t easy for us to have kids.  After many years of trying we were finally blessed with two, Trevor and Brook.  We have not been able to have any kids since, but are very grateful for the two we have been blessed with.  As a family we love to camp, fish, and go to the beach.  Trevor loves soccer, lacrosse, basketball and play time with his many friends.  I think the first words out of his mouth were “can I play with a friend?”  Brook loves to sing and dance.  She is always making up songs and singing non stop throughout the day.  She is a very happy girl.  My wife is my best friend.  I can’t say enough about her.  She is the most honest person I have ever known.  She is such a great example to me, a great support and loving mother.  

#4 Follow your dreams.

Shortly after getting married I entered the investment advisory business in 1999.  After a couple years in the business, I had a good feel for the big Wall Street firms and what those representing those firms (in general) were like.   I realized that if I really wanted to help others be successful with their investments, I was not going to be able to do it being tied to any of the big Wall Street firms.   So I took a big risk and started my own Investment Advisory business.  By about the time we had Trevor my wife was able to quite her job and stay home full time.  But the success I’ve had so far has ultimately been the result of exhaustive hard work, fueled by an absolute dedication to my clients success.  

Life lesson learned.

So it really does come down to people.  Associate with those who match your values.  People you can trust.  People who inspire you to be better.  People who will support you.  People who want you to be successful.  Stay true to your mission, goals, and passion and don’t be afraid to follow your dreams.  So far, it’s worked for me.  

If you would like the usual boring bio here it is just in case…

Mark K. Lund is author of The Effective Investor, a #1 best seller, founder, and CEO of Stonecreek Wealth Advisors, Inc., an independent, fee-only, Registered Investment Advisor firm.   He has written articles for or been quoted in: The Wall Street Journal, The Salt Lake TribuneThe Enterprise Newspaper, The Utah Business Connect Magazine, and Newsmax.com, just to name a few.  Mark publishes two newsletters called, “The Mark Lund Growth Report” and “Mark Lund on Money.”  Mark regularly provides CE (continuing education) courses for CPA’s.  You may also have seen him on KUTV channel 2, or as a guest speaker at a local association or business.  Mark’s focus is to help people with their investments and retirement plans.  

In 1999 Mark started his career with the Principal Financial Group, a financial planning firm.  He received the honors of “Rookie of the year” and “New agent of the year.”  In 2001 he founded Stonecreek Wealth Advisors, Inc.  Specializing in 401k consulting for small businesses and investment advisory services for select individuals.  In 2010 he published his first book, The Effective Investor.  Mark’s book reveals 20 secrets for ordinary people to build extraordinary wealth.  

Mark has a seasoned understanding of the 401k market and investment management.  What Mark seeks to offer is peace of mind.  His goal is to get his clients to the point where they can answer yes to the 20 must answer questions.  He is interested in long-term relationships that are mutually beneficial and built on the highest level of integrity, trust, and service.  It is this outstanding service and commitment to excellence that allows Mark to expand his practice.

Marks education includes: Working in the investment management business since 1999.  Master Certified with the H.S. Dent Foundation.  Series 65 license, Accredited Wealth Management Advisor (AWMA), College of Financial Planning, Denver CO. Fall of this year.

Mark offers investment advisory services through Stonecreek Wealth Advisors, Inc. an independent, fiduciary, fee-only, Registered Investment Advisor firm. In Mark’s spare time he enjoys riding his dirt bike, playing with his kids, fishing, reading, writing, and going on walks with his best friend, his wife.  To learn more about Mark please visit his firms website at www.StonecreekWealthAdvisors.com

We are sure you will appreciate the dedication he will give to you. Mark and his staff are committed to providing you with prompt, courteous, high-quality service.  Please feel free to contact Mark.