Meet Mark
Mark K. Lund is an Investor Coach, and author of The Effective Investor – 20 Secrets for Ordinary People to Build Extraordinary Wealth. Mark publishes two newsletters called, “The Mark Lund Growth Report” and “The Investment Portfolio Newsletter.” He produces a regular podcast called “Mark Lund on Money” you can subscribe to on iTunes. He has written articles for or been quoted in: The Salt Lake Tribune, The Enterprise Newspaper, The Utah Business Connect Magazine, Univision Online, Newsmax.com, Lovetoknow.com. You may also have seen him on KUTV channel 2, or as a guest speaker at a local association or business. Mark is also a regular guest speaker for other financial professionals throughout the United States in the area of practice management. Mark has spent over a decade coaching his clients to be better disciplined investors. Mark owns his own 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.
In 1999 he was brought on 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. a fee only Registered Investment Advisory firm. Specializing in investment management. He is a well-known investor coach in the matters of retirement planning and investment strategies. His investor coaching workshops have been widely attended throughout the Salt Lake area.
Mark has a seasoned understanding of the needs of his clients. 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, AAMS (Accredited Asset Manager Specialist,) College of Financial Planning, Denver CO. Fall of this year. CHfC (Chartered Financial Consultant), American College of Financial Planning, Denver CO. Estimated graduation fall of this year.
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.
