Mark A Lundmark
Executive Director, Wealth Management,
Financial Advisor,
Executive Director, Wealth Management,
Senior Portfolio Management Director,
Financial Planning Specialist,
Senior Investment Management Consultant,
Alternative Investments Director
Direct:
(231) 932-7225(231) 932-7225
My Mission Statement
Deliver customized comprehensive wealth management strategies that help enable our clients to achieve their unique goals.
My Story
Mark began his long and successful career as a Financial Advisor in 1986. Since then he has witnessed a variety of different market cycles and economic events. These experiences help him in designing customized financial strategies for his clients. From 1978 to 1984, Mark managed the family amusement business during the summers in Traverse City and Grand Rapids Michigan. Mark attended Michigan State University graduating in 1984 with a Business Degree, majoring in Accounting with a concentration in Finance. After graduation he worked in public accounting doing audit and tax work before becoming a Financial Advisor.Mark is an active member of the Portfolio Management Institute, an independent organization of Morgan Stanley advisors dedicated to advancing their asset management skills. He was also a member of the Association of Professional Investment Consultants.Community Service has always been an important aspect of Mark’s life. He has been an active board member of the Northwest Michigan Community College (NMC) Foundation since 2005. Prior to his several leadership positions on the board, he served as co-chairman of the Advanced Major Gifts committee for the NMC Great Lakes Campus Capital Campaign. Mark has also served on the board of Child and Family Services of Northwest Michigan, the Finance Committee of the Central United Methodist Church and the public board of Munson Healthcare. He is currently a member of the Traverse City Economic Club, The Grand Traverse Area Estate Planning Council and the Chamber of Commerce.Mark has been married to his wife Karen since 1986 and has two grown children, Emily and Max. When not working, Mark enjoys spending time with family, traveling, snow skiing, hunting, fishing, golf, pickleball and boating.
Securities Agent: DE, WA, VA, NV, NJ, MI, GA, DC, UT, TX, MO, NC, ID, PA, OR, NH, FL, AZ, SD, MT, HI, SC, OH, NY, IN, TN, RI, NM, CO, WI, MA, IL, CA, AK, WY; General Securities Representative; Investment Advisor Representative; Managed Futures
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
Awards & Recognition
Forbes Best-In-State 2023
Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from
6/30/21 - 6/30/22.
6/30/21 - 6/30/22.
Client Service Team
Christine R. Tiesworth - Wealth Management Associate
Phone:
(231) 932-7222(231) 932-7222
Email:christine.tiesworth@morganstanley.com
University of Missouri-St. Louis: 1992 Bachelor of Science-Business Administration/Accounting.
Christine began her career at Morgan Stanley in 2009 and obtained her Series 7 registration in 2010. She is responsible for client service which includes researching client inquiries and identifying client service solutions. She also assists in the portfolio management process with trade execution and monitors key operational activities that help ensure a seamless client experience.
Christine lives in Interlochen with her husband Mike and their children Brandon, Sam, Corey, Ben and Elli. She enjoys spending time with her family, being creative in the kitchen and walking outside with her dog Chase.
Christine began her career at Morgan Stanley in 2009 and obtained her Series 7 registration in 2010. She is responsible for client service which includes researching client inquiries and identifying client service solutions. She also assists in the portfolio management process with trade execution and monitors key operational activities that help ensure a seamless client experience.
Christine lives in Interlochen with her husband Mike and their children Brandon, Sam, Corey, Ben and Elli. She enjoys spending time with her family, being creative in the kitchen and walking outside with her dog Chase.
Kathy M. Hartman - Client Service Associate
Phone:
(231) 932-7215(231) 932-7215
Email:kathy.hartman@morganstanley.com
University of Michigan: 1987 Bachelor of Arts-Communications.
Kathy has been a part of the team since 2014. Her focus includes client reporting, meeting preparation, marketing and client communication.
She has lived in the Traverse City area since 1991 with her husband Steve. They have a grown son Andrew and spend summers at their cottage in Leland, Michigan. In her spare time she enjoys a variety of outdoor activities, teaching fitness classes and University of Michigan football.
Kathy has been a part of the team since 2014. Her focus includes client reporting, meeting preparation, marketing and client communication.
She has lived in the Traverse City area since 1991 with her husband Steve. They have a grown son Andrew and spend summers at their cottage in Leland, Michigan. In her spare time she enjoys a variety of outdoor activities, teaching fitness classes and University of Michigan football.
Location
300 East Front St
Ste 300
Traverse City, MI 49684
US
Direct:
(231) 932-7225(231) 932-7225
Fax:
(231) 941-5820(231) 941-5820
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Mosaic
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
A Change of Greenery
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Ready to start a conversation? Contact Mark A Lundmark today.
1Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
5Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
5Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
