Mark  Koellner,  CFP<sup>&reg;</sup> - Financial Advisor

Mark Koellner, CFP®

Titleist Asset Management

8350 N. Central Expressway, Suite 1900
Dallas, TX 75206
214-441-7575 CONNECT WITH Mark
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General

Mark Koellner is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Titleist Asset Management in Dallas, TX and the surrounding communities.

Financial Advisor Overview

Comprehensive Financial Planning to help you identify and prioritize your goals, and be bettered prepared along life's journey.

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Financial Advisor Experience

17+ years

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: TX
  • Health/disability insurance: TX
  • Fixed annuities: TX
  • Variable annuities: TX

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Business Taxes, Career Change, Estate Planning, Investment Management, Employee Benefits, Government & Military, Getting Married, Job Loss, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Special Needs, Personal Taxes

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Helpful Financial Planning Resources