Career
Mark Goodwin has been Chairman of CSM Advisors since October 2019. Mark Goodwin is a control person of the firm and directly owns under 5% of it.
CSM Advisors, LLC is a Warrendale, PA firm with $11.7B under management, 554 clients and 19 advisers across 3 offices, as of its May 2026 filing.
In its April 2025 announcement about Foundry Partners joining CS McKee, the firm identified Mark Goodwin as North Square Investments’ co-founder and chief executive and said he announced the merger.
- Oak Ridge Investments, LLC– · 3 yearsChicago, IL · Adviser representative · Firm CRD 107066
Credentials and registrations
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 9 September 2014 |
| Series 66 | Uniform Combined State Law Examination | 14 August 2014 |
| Series 7 | General Securities Representative Examination | 10 July 2014 |
| Series 27 | Financial and Operations Principal Examination | 17 September 2001 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Financial and Operations Principal Examination
Individual record
- Full name
- Mark David Goodwin
- CRD
- 2947625
- Firm bio
- csmckee.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Mark Goodwin work?
Mark Goodwin has been Chairman of CSM Advisors, LLC since October 2019, and is a control person of the firm.
Does Mark Goodwin have a current investment-adviser registration?
Mark Goodwin has a current broker registration and no current investment-adviser registration.
What exams has Mark Goodwin passed?
Mark Goodwin has passed 5 licensing exams: the Series 27, Series 7, Series 66, Series 24 and Series 99TO. The earliest, the Series 27, was passed in September 2001. FINRA credited Mark Goodwin with the SIE, which began in October 2018.
Where was Mark Goodwin previously registered as an investment adviser?
Mark Goodwin has past investment-adviser registrations through Oak Ridge Investments, LLC, May 2015 to August 2018, across 1 firm.