Mark Schoenbeck

EVP, Advisor Engagement at Kestra Financial

In his role as national sales director for Kestra Financial, Mark oversees sales and marketing, recruiting, advisor consulting, retail acquisitions, and Kestra Private Wealth Services. Leading the alignment of the company’s sales, growth, and advisor support initiatives, Mark ensures that Kestra Financial continually delivers enhancements that empower advisor success.

For more than 15 years, Mark has been committed to helping advisors build quality, sustainable businesses. He has worked with top independent financial advisors to help them maximize their revenue, free time, and business value. He has extensive experience as a financial advisor, product marketer, chief marketing officer, and practice management consultant. Mark believes that real change happens when you combine emotionally charged goals with accountability and practical execution.

Links

Previous companies

Ameritas logo
Genworth Financial logo
LPL Financial logo
AssetMark logo

Timeline

  • EVP, Advisor Engagement

    January, 2020 - present

View in org chart