Mark Morlock

As one of the managing partners of Morlock and Company, LLC, Mark has been providing experienced financial planning and wealth management advice to his clientele since 1995. Throughout the years, Mark has helped clients through various needs such as financial planning, tax minimization, retirement planning, cash flow analysis, portfolio structuring, and college funding planning. Realizing that in today’s economic environment it’s vital that clients take a multi-faceted approach to their financial goals and strategies, he seeks to help them solve the complexities of an ever-changing financial landscape. As a Wealth Advisor with Morlock & Company LLC, Mark is able to offer his clients tailored solutions to meet their complex needs.

Mark currently holds a Series 7, 63, and 65 held through LPL Financial and is licensed in AR, CO, FL, MD, MASS, NJ, NY, NC, OHIO, PA, SC, TX and WI.