Mark T. Riefer has over twenty five years experience in the investment industry, and serves as President of the Registered Investment Advisory (RIA) firm, Level Paths, LLC. He was previously an Associate Vice President-Investments and Branch Manager with Wachovia Securities (formerly A.G. Edwards & Sons, Inc.) for ten years. Prior to joining A.G. Edwards, he was an Assistant Vice President with Merrill Lynch in Clearwater, Florida.
He holds a Bachelors of Science in Education degree with cum laude honors from Bowling Green State University, Bowling Green, Ohio.
LICENSES AND SPECIALTIES:
He currently holds the Series 65 as an RIA Representative. He also holds insurance licenses for life, health and variable annuities. He formerly maintained securities related licenses Series 7, 9, 10, and 63. His areas of emphasis include Estate and Financial Planning, Tactical Asset Management, and Business Financial Services including Qualified Retirement Plans.
Mr. Riefer consistently qualified for the Wachovia Securities, A.G. Edwards, and Merrill Lynch Crest and Executive Club(s) respectively, and he attained four “Masters” awards for business development while at Merrill Lynch.
He is serves as Past President and board member of the Rolla Noon Kiwanis Club and is a past board member of the Phelps Regional Healthcare Foundation, the Rolla Area Chamber of Commerce, and the Rolla Bible Church. He is a Professional and Certificated member of Kingdom Advisors, a Christian Financial Professionals organization. He has also volunteered with The Boy Scouts of America and the Rolla Youth Baseball, Basketball, and Football programs.
Mark and his wife Kelly enjoy their family of seven children and two grandsons. Mark and his family relocated from Clearwater, Florida to a family property near Edgar Springs, MO.