Mark Steven Coffey

Financial advisor at Summit Financial Strategies, Inc. · Columbus, OH

Last updated 2026-10-10

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Mark Steven Coffey is a financial advisor at Summit Financial Strategies, Inc. in Columbus, OH, CRD 2121803. Licenses and exams on the registration: Series 63. IAPD registration began 2001-03-16.

Registration

CRD number
2121803
Registration status
Active
IAPD registration
2001-03-16
Industry Experience
25 years
Work Experience
16 years
States registered
OH

Licenses and exams

  • Series 63

Designations

  • CFP®

Work history

  • 2010-07 to Present · Summit Financial Strategies, Inc. · Columbus, OH

Current employment

SEC IAPD record for Mark Steven Coffey

Summit Financial Strategies, Inc.

Regulatory AUM
$2,306,536,262
Registered advisors
20
Offices
1
Clients per advisor
51.3 (Low)
Average AUM per client
$2.2M (Low)
High-net-worth client ratio
56.0% (High)

Summit Financial Strategies, Inc.: advisors, services and reported ETF investments

About

Mark Steven Coffey is a CFP® financial advisor at Summit Financial Strategies Inc in Columbus, OH. Reported securities licenses include Series 63. The latest record indicates 25 years of industry experience and 16 years of reported work history.

SEC disclosures list additional business and community activities: Business Name: 644 Pearl Llc; The Business Is Not Investment-Related; Address: 644 Jaeger St: , columbus, oh 43206; nature: rental real estate; title: managing member; start date: 4/1/2011; hours devoted monthly: 15 minutes; hours devoted during securities trading hours: 0; duties: collect rent and pay mortgage; Review transfers and confirm rent was received and payments were applied.

Summit Financial Strategies, Inc.'s firm-level Form ADV reports 20 advisors across 1 offices; approximately 51.3 clients per advisor, average assets per client of $2,248,086, and regulatory AUM of $2.3B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.

PortfolioFuture's firm-level 13F analysis covers $1.1B across 90 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Mark Steven Coffey personally.

Reported ETF positions

Summit Financial Strategies reports 90 ETF positions worth $1.1B on Form 13F; the largest are listed.

Largest ETF positions reported by Summit Financial Strategies
FundReported value
DFIC — Dimensional International Core Equity 2 ETF$147.8M
IVV — iShares Core S&P 500 ETF$135.4M
FBND — Fidelity Total Bond ETF$108.5M
DFLV — Dimensional US Large Cap Value ETF$98.1M
IJH — iShares Core S&P Mid-Cap ETF$80.5M

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Summit Financial Strategies, Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management
  • Other

Location

4111 Worth Ave., Columbus, OH 43219-3599

20 advisors at this office.

Summit Financial Strategies office in Columbus, OH

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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