Mark Flanagan has been an investment adviser representative at CSP Financial Group since December 2020, and is not listed among the firm’s executive officers or direct owners.
CSP Financial Group LLC is a Scottsdale, AZ firm with $151M under management, 397 clients and 21 advisers across 18 offices, as of its September 2026 filing.
Mark Flanagan’s longest registration is the current one, 5 years at CSP Financial Group since 2020. Before joining CSP Financial Group in 2020, Mark Flanagan was registered through Lifetyme Financial Advisors, LLC.
- CSP Financial Group LLCCurrent– present · 5 yearsLand O Lakes , FL · Adviser representative · Firm CRD 310819
- Lifetyme Financial Advisors, LLC– · 1 yearFrederick, MD · Adviser representative · Firm CRD 159809
Investment adviser representative registrations
Mark Flanagan is registered as an investment adviser representative in Florida, since March 2026.
- FloridaSince 5 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 November 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Mark Alan Flanagan
- CRD
- 7065743
- Firm
- CSP Financial Group · CRD 310819
- Office
- Land O Lakes , FL
- Registration
- Investment adviser registration
- In the industry since
- February 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Mark Flanagan work?
Mark Flanagan is an investment adviser representative registered through CSP Financial Group LLC since December 2020, and is not listed among the firm’s executive officers or direct owners.
Is Mark Flanagan a financial advisor?
Yes. Mark Flanagan has a current investment-adviser registration in Florida, through CSP Financial Group since December 2020.
How many years of experience does Mark Flanagan have?
Mark Flanagan has 7 years in the financial industry, since February 2019, across 2 adviser firms.
What exams has Mark Flanagan passed?
Mark Flanagan passed the Series 65 in November 2018.
Where did Mark Flanagan work before CSP Financial Group?
Before CSP Financial Group, Mark Flanagan was registered through Lifetyme Financial Advisors, LLC, February 2019 to December 2020.
Where is Mark Flanagan based?
Mark Flanagan’s registered office is in Land O Lakes , FL.
Is Mark Flanagan registered with FINRA?
No. Mark Flanagan has no current broker registration.
How can I verify Mark Flanagan’s record?
Search CRD 7065743 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mark Flanagan’s full registration record.
