Mark Januszewski
Advisor at Tax Advantage Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Tax Advantage Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Overland Park, KS 66221
Credentials
Series 63, Series 65
Industry experience
34 years
Mark Januszewski is a financial advisor at Tax Advantage Advisors, Inc. in Overland Park, KS, with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at M. S. Howells and Securities Service Network, Inc. in addition to his long tenure at Tax Advantage Advisors. Januszewski is also a licensed life and health insurance agent. Tax Advantage Advisors, Inc. serves individuals, businesses, and trusts by providing fee-for-service financial planning and asset management, including management of brokerage accounts and variable annuity and life sub-accounts. The firm uses model-based portfolios with a focus on diversification and low-expense share classes, managing accounts primarily on a discretionary basis and reviewing them quarterly.
Based on Tax Advantage Advisors, Inc.
Based on Tax Advantage Advisors, Inc.
Fixed fees are negotiable and may be agreed upon in the advisory contract
1.25% annually unless a lower fee is negotiated
$200 to $400 per hour, negotiated
Fee-only: Hourly fees usually range from $200 to $400 per hour; fixed fees are negotiable and may be agreed upon in the advisory contract
9120 W. 135 Th Street, Suite 202
Overland Park, KS 66221
Kansas · Missouri · Texas
M. S. Howells
2020 - 2024 (4 years)
Tax Advantage Advisors Inc.
2001 - Present (25 years)
Securities Service Network, Inc.
1999 - 2020 (21 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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