Mark Shank has held the title Executive Committee Member, Owner at LS Investment Advisors since February 2008, is a control person of the firm and directly owns between 25% and 50% of it.
LS Investment Advisors, LLC is a Bloomfield Hills, MI firm with $932M under management, 193 clients and 4 advisers across 3 offices, as of its June 2026 filing.
Mark Shank’s longest registration is the current one, 18 years at LS Investment Advisors since 2008. Before joining LS Investment Advisors in 2008, Mark Shank was registered through Natixis Asset Management Advisors, L.P. and Loomis, Sayles & Company, L.P.
- Natixis Asset Management Advisors, L.P.– · 2 yearsBoston, MA · Adviser representative · Firm CRD 106800
- Loomis, Sayles & Company, L.P.– · 11 yearsMilwaukee, WI · Adviser representative · Firm CRD 105377
Investment adviser representative registrations
Mark Shank is registered as an investment adviser representative in 2 states. The first approvals date from July 2008; the most recent is Texas, in November 2015.
- TexasSince 21 November 2015
- WisconsinSince 11 July 2008
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 17 October 2002 |
| Series 7 | General Securities Representative Examination | 30 July 2002 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 4 February 1983 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Mark Andrew Shank
- CRD
- 1088345
- Firm
- LS Investment Advisors · CRD 146829
- Role
- Executive Committee Member, Owner
- Registration
- Investment adviser registration
- In the industry since
- July 1997
- Disciplinary history
- Not yet shown here · SEC record
Where does Mark Shank work?
Mark Shank has held the title Executive Committee Member, Owner at LS Investment Advisors, LLC since February 2008, and is a control person of the firm.
Is Mark Shank a financial advisor?
Yes. Mark Shank has a current investment-adviser registration in Texas and Wisconsin, through LS Investment Advisors since July 2008.
How many years of experience does Mark Shank have?
Mark Shank has 29 years in the financial industry, since July 1997, across 3 adviser firms.
What exams has Mark Shank passed?
Mark Shank has passed 3 licensing exams: the Series 6, Series 7 and Series 63. The earliest, the Series 6, was passed in February 1983.
Is Mark Shank registered with FINRA?
No. Mark Shank has no current broker registration.
How can I verify Mark Shank’s record?
Search CRD 1088345 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mark Shank’s full registration record.
