Professional Designations

Mark has been servicing his clients for over 21 years. He has his Series 6, 65, 63 and 7 registrations as well as advanced designations such as the CFP®, CLU® and ChFC® from the American College of Financial Services.

Today, more than ever, Certified Financial Planner® professionals are an essential resource - from budgeting, to planning for retirement, to saving for education, to managing your insurance coverage. CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and will make recommendations in your best interest.

The Chartered Life Underwriter® is the premier designation for insurance professionals. Launched in1927, the CLU® is the insurance profession's oldest standard of excellence.  Today, it continues to be the credential for practitioners who desire to provide their clients with the security of life insurance and risk management.

The Chartered Financial Consultant® program provides the most
current and comprehensive financial planning education by combining the key financial planning fundamentals, with practical applications to put those theories to work. With content in the curriculum encompassing the essentials of financial planning -  including insurance, taxation, retirement, and estate planning - it also addresses advanced areas such as behavioral finance, non-traditional family structures, and small business planning. 

 

Here are my areas of expertise

Financial Planning

Retirement Planning & Income Strategies

Investment Planning & Strategies

Insurance Protection Strategies

Disability Planning

Long-Term Care Planning

Education Planning & Funding

Estate Planning

Personal

Mark Holder was born and raised in Chillicothe, Missouri in a family with four boys. His mother was a school teacher and his father worked for the state of Missouri. After leaving Chillicothe, Mark went to Northwest Missouri State where he received his bachelor of science in finance and economics.

Mark is married to Leslie and they are the proud parents of daughters, Anna and Lilah. The family lives in Leawood, Kansas.

In Mark's free time, he enjoys spending time with his family and friends, traveling, and all things sports—specifically golf, football, and baseball.

Mark and his family are active members of Christ Community Church.

Lending a hand in my community.

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:

Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)

ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Visit partner website

Alex's Lemonade Stand logo

Beads of Courage

Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.

Visit partner website

Beads of Courage logo

Restoration House

Mark is active in Restoration House in the Kansas City area who helps with young survivors of human sex trafficking.

Visit their website

Hope Center

Mark is also active in Hope Center of Kansas City. This organization serves Kansas City's East side with after school programs, family enrichment and community development initiatives

Visit their website

Ronald McDonald House

Mark is active with the Ronald McDonald House of Kansas City.

Visit their website

American Cancer Society

Mark is also a supporter of American Cancer Society, in particular the Susan G. Komen Fund to raise awareness of the disease.

Visit their website

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline