Mark W. Lupton, CFP<sup>&reg;</sup> - Financial Advisor

Mark W. Lupton, CFP®

CPA, CLU, AEP

Wealth Management Advisor

Northwestern Mutual

12939 E Pinecroft Way
Spokane VLY, WA 99216
(888) 518-9121
+1 More Number
(509) 459-9121

General

Mark Lupton is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Northwestern Mutual in Spokane VLY, WA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Chartered Financial Consultant (ChFC®)
  • Other - CASL, AEP

Insurance Licenses

  • Life insurance: ID, OR, MT, AR, CT, VA
  • Health/disability insurance: ID, OR, MT, AR, CT, VA
  • Fixed annuities: ID, OR, MT, AR, CT, VA
  • Variable annuities: ID, OR, MT, AR, CT, VA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Long-term Care

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Helpful Financial Planning Resources