AdFi
MK

Mark Kangas

Investment Adviser Representative at North STAR Advisory Group, LLC

Beachwood, OHCRD #4545075Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
24 yrs
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Mark Kangas is an investment adviser representative with North STAR Advisory Group, LLC in Beachwood, OH, where they have been registered since 2014. They have worked in the securities industry since 2002 and have been registered with 5 firms, including Raymond James Financial Services Advisors, Inc and Stifel, Nicolaus & Company, Incorporated. They have passed 6 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 9 (options sales supervisor). They are registered to provide investment advice in Florida, Illinois, Massachusetts, Michigan, New Hampshire, North Carolina, Ohio, and Texas.

Office

2000 Auburn Drive, Suite 415
Beachwood, OH 44122

Advisors at this office: 6

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida, Illinois, Massachusetts, Michigan, New Hampshire, North Carolina, Ohio, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 9/6/2002
SIE
Securities Industry Essentials Examination
Passed 4/8/2016
Series 31
Futures Managed Funds Examination
Passed 4/29/2009
Series 7
General Securities Representative Examination
Passed 8/9/2002
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 10/22/2013
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 9/5/2013

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

North STAR Advisory Group, LLCCurrent
8/4/2014 – Beachwood, OH
Raymond James Financial Services Advisors, Inc
6/3/2013 – 4/11/2016Beachwood, OH
Stifel, Nicolaus & Company, Incorporated
1/16/2009 – 6/3/2013Pepper Pike, OH
Wachovia Securities, LLC
1/1/2008 – 1/28/2009Beachwood, OH
A. G. Edwards & SONS, Inc.
10/11/2002 – 1/1/2008Beachwood, OH

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Raymond James Financial Services, Inc
    May 2013 – no end date reportedBeachwood, OH
  2. Raymond James Financial Services Advisors Inc.
    Jun 2013 – no end date reportedBeachwood, OH

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About North STAR Advisory Group, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Portfolio management, insurance planning, tax and estate planning, retirement planning, education planning, investment planning, and retirement plan design and setup.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers
Firm areas of expertise
Financial PlanningRetirement PlanningInvestment PlanningInsurance PlanningTax PlanningEstate PlanningEducation PlanningRetirement Plan DesignIncome Planning

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
6
Offices listed on AdvisorFinder:
1
Main office:
Beachwood, OH
SEC file number:
801-123132

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 19, 2026

View full firm profile

Other advisors at North STAR Advisory Group, LLC

5 other advisors in the directory

View North STAR Advisory Group, LLC firm profile

Similar advisors in Beachwood, OH

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Mark Kangas has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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