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Mark Thomas Bourgeois

Investment Adviser Representative at ACRYLIC FINANCIAL, INC.

Wichita, KSCRD #4029981Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs
States Registered
1 states
Exams Passed
6

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Kansas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/30/2004
Series 63
Uniform Securities Agent State Law Examination
Passed 11/15/1999
SIE
Securities Industry Essentials Examination
Passed 3/29/2016
Series 7
General Securities Representative Examination
Passed 2/22/2012
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 11/12/1999
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 7/29/2004

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$0 - $249,9991.80%
$250,000 - $999,9991.75%
$1,000,000 & Above1.65%
Source

Acrylic Financial, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ACRYLIC FINANCIAL, INC.Current
12/3/2020Wichita, KS
ALPHASTAR CAPITAL MANAGEMENT, LLC
3/28/201610/11/2019Andover, KS
AMERITAS INVESTMENT CORP
11/11/20103/29/2016Nashua, NH
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
2/4/200911/1/2010Bedford, NH
NEW WEALTH ADVISORS, LLC
8/7/200811/6/2008Tewksbury, MA
CAMARDA FINANCIAL ADVISORS,INC.
2/25/20084/11/2008Nashua, NH
CCO INVESTMENT SERVICES CORP.
8/30/20072/8/2008No. Waltham, MA
FISHER INVESTMENTS
11/6/20063/27/2007Hampton, NH
THE HOUSEHOLDER GROUP, ESTATE & RETIREMENT SPECIALISTS
9/13/20044/19/2006Bedford, NH

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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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 Thomas Bourgeois 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.

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