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RIA / WealthAdvisorCertified Financial Planner20 years in industry

Mark Koellner

Advisor at STEELPEAK WEALTH, LLC

Dallas, TX | LOS ANGELES, CA

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Search this name across graphsid dfx:ria:21191880-e2d1-cabf-48e5-91ff4888d931

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 3
On other graphs: 0
Observed: Nov 30, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STEELPEAK WEALTH, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 31, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Jul 31, 2006
First registration: Nov 30, 2007
Dual registered: no
Other names: MARK CARLTON KOELLNER|MARK KOLLNER|MARK C KOELLNER
IAPD individual key: 5176496

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STEELPEAK WEALTH, LLC	Independent wealth	Jul 25, 2024	n/a	yes	Dallas, TX\|LOS ANGELES, CA	Current employment
TITLEIST ASSET MANAGEMENT, LLC	Independent wealth	Apr 17, 2023	Aug 14, 2024	no	DALLAS, TX\|SAN ANTONIO, TX	Previous registration
TITLEIST CAPITAL, LLC	Former SEC adviser	Jan 21, 2022	Aug 8, 2023	no	SAN ANTONIO, TX\|SAN ANTONIO, TX\|Dallas, TX	Previous registration
EDWARD JONES	National bd RIA	Nov 3, 2017	Jan 25, 2022	no	DALLAS, TX	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Sep 19, 2013	Nov 16, 2017	no	ADDISON, TX	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	May 1, 2012	Aug 20, 2013	no	DALLAS, TX\|DALLAS, TX	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jul 25, 2008	May 2, 2012	no	DALLAS, TX	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Nov 30, 2007	Jul 18, 2008	no	DALLAS, TX\|DALLAS, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TITLEIST ASSET MANAGEMENT, LLC	STEELPEAK WEALTH, LLC	Aug 14, 2024	Jul 25, 2024	-20	Firm change	RIA to RIA
TITLEIST CAPITAL, LLC	TITLEIST ASSET MANAGEMENT, LLC	Aug 8, 2023	Apr 17, 2023	-113	Firm change after gap	Other
EDWARD JONES	TITLEIST CAPITAL, LLC	Jan 25, 2022	Jan 21, 2022	-4	Firm change	Ibd to RIA
USAA FINANCIAL PLANNING SERVICES	EDWARD JONES	Nov 16, 2017	Nov 3, 2017	-13	Firm change	Other
UBS FINANCIAL SERVICES INC.	USAA FINANCIAL PLANNING SERVICES	Aug 20, 2013	Sep 19, 2013	30	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	UBS FINANCIAL SERVICES INC.	May 2, 2012	May 1, 2012	-1	Firm change	Wirehouse to wirehouse
CHASE INVESTMENT SERVICES CORP.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jul 18, 2008	Jul 25, 2008	7	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
126136:323567:TX:2023-08-08	Aug 8, 2023	Apr 17, 2023	DALLAS, TX	Firm change after gap

Relationships

Registered with (8)

→ STEELPEAK WEALTH, LLCRegistered adviserregistration: current employment
Jul 25, 2024 to presentfactForm ADV
→ TITLEIST ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 17, 2023 to Aug 14, 2024factForm ADV
→ TITLEIST CAPITAL, LLCRegistered adviserregistration: previous registration
Jan 21, 2022 to Aug 8, 2023factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Nov 3, 2017 to Jan 25, 2022factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Sep 19, 2013 to Nov 16, 2017factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
May 1, 2012 to Aug 20, 2013factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jul 25, 2008 to May 2, 2012factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Nov 30, 2007 to Jul 18, 2008factForm ADV

Dated events

Occurred
Aug 14, 2024
Advisor changed firm
Mark Koellner left Titleist Asset Management, Llc for Steelpeak Wealth, Llc (registered 2024-07-25)
Form ADVobserved 5 days ago
Occurred
Aug 8, 2023
Advisor changed firm
Mark Koellner left Titleist Capital, Llc for Titleist Asset Management, Llc (registered 2023-04-17)
Form ADVobserved 5 days ago
Occurred
Jan 25, 2022
Advisor changed firm
Mark Koellner left Edward Jones for Titleist Capital, Llc (registered 2022-01-21)
Form ADVobserved 5 days ago