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Mark H
Series 66
Akron, CO
Hart Financial, LLC
Mark Hart is the sole advisor at Hart Financial, LLC in Akron, Colorado, with 19 years of industry experience. He holds the Series 66 designation and has worked as a sole proprietor since 2006, including four years at Securities America Inc. In addition to his advisory role, Hart dedicates approximately 25% of his professional time to providing insurance products and services as a licensed insurance agent. Hart Financial offers discretionary investment management to individual and high-net-worth clients, as well as charitable organizations, corporate entities, and state or municipal clients. The firm’s investment approach combines fundamental and technical analysis, tailoring strategies to client goals, time horizons, and risk tolerance, with regular portfolio monitoring and reviews.
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