Advisor at Nasche Asset Management LLC
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Firm
Nasche Asset Management LLC
Location
Overland Park, KS
Credentials
Series 63, Series 65
Industry experience
41 years
Mark Nasche is the sole advisor at Nasche Asset Management LLC in Overland Park, KS, holding Series 63 and Series 65 credentials with 41 years of industry experience. He previously worked at Oppenheimer & Co for 11 years before founding his current firm in 2020. Nasche Asset Management LLC provides asset management and investment advisory services to individuals, high-net-worth clients, families, and small businesses using separately custodied accounts. The firm employs a value-oriented, primarily long-term investment approach with tactical flexibility and manages accounts on a non-discretionary basis, requiring client approval before trades.
Based on Nasche Asset Management LLC
$0 - $500,000: 0.80% $500,001 - $1,500,000: 0.75% $1,501,001 - $3,000,000: 0.50% $3,000,001+: 0.40%
Overland Park, KS
Kansas · Missouri · Texas
Nasche Asset Management LLC
2020 - Present (6 years)
Oppenheimer & Co
2009 - 2020 (11 years)
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CFP®, Series 66
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CFP®
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CFP®, Series 63, Series 65
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Sound Investments Inc.
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