Mark Ell - AIF, CPFA
Owner at Alpha Capital Management Group, LLC- Claim this Profile
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Bio
Credentials
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AIF - Accredited Investment Fiduciary
Fi360 - Center for Fiduciary StudiesDec, 2014- Sep, 2024 -
CPFA - Certified Plan Financial Advisor
ASPPASep, 2014- Sep, 2024 -
Series 66 Registrations - Colorado Health and Life License
Alpha Capital Management Group, LLC
Experience
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Alpha Capital Management Group, LLC
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United States
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Financial Services
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1 - 100 Employee
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Owner
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Jul 2015 - Present
Mark A. Ell is an owner of Alpha Capital Management Group, LLC. Mark was a business owner for 25 years in Colorado, Arizona and North Dakota. He has extensive knowledge in business operations, budgeting, planning, benefits, human resources and will focuses his efforts as a Financial Advisor in retirement services such as 401K Plans, Deferred Compensation Plans, and IRA’s. He is one of a few advisors in Colorado with a CPFA designation (Certified Plan Financial Advisor) and AIF designation (Accredited Investment Fiduciary). He prides his work with 401k retirement plan designs, ROBS - Rollover Business Start Up investment only accounts and providing solid investment choices for participants, financial wellness, and retirement ready participant education. Alpha Capital Management Group is a multi-generational team of owner partners assisting our clients with financial services such as wealth management, insurance, retirement plans, tax, estate, and transition planning, retirement spend down strategies and family office services. Mark is a graduate of Arizona State University with a degree in Business Management. Mark resides in Highlands Ranch with his wife and three children. He enjoys the Colorado outdoors and traveling. For a list of states in which I am/we are registered to do business, please visit www.alphacmg.com Series 66 registration held Alpha Capital Management Group. Show less
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Wells Fargo Advisors
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United States
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Financial Services
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700 & Above Employee
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Financial Advisor
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Aug 2013 - Jul 2015
Our team utilized the complete resources of Wells Fargo and the added benefit of teaming with our colleagues at the Private, Business and Retail Bank to implement a comprehensive wealth management process for our clients. We are committed to utilizing our consultative approach and combined 70 years of experience to help successful business owners and corporate executives (and individuals who are retired business owners and corporate executives). We strive to clearly understand our client’s goals, beliefs, feelings and attitudes as it relates to our core economic drivers. Show less
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Owner
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Jun 1995 - Aug 2013
~ Responsible for the ongoing plant operations and sales processes related to full and spot color short run and offset/digital commercial stationary for BCT, the largest print wholesaler in North America. ~ Manage the creation and delivery of products including personalized postcards, business cards, stationery, commercial envelopes, brochures, rack cards, presentation folders, calendars and booklets; extensive knowledge of devising the most cost-effective solution for individual and commercial print endeavors. ~ Spearhead efforts to build customer rapport and retain client base; provide timely delivery and product turnaround within an average of 24-48 hours of order. ~ Well-versed in print solutions ranging from full color and spot color (PMS) printing to offset and digital solutions; experience in delivering foil, embossing and specialty finishes as well as services that require raised printing. ~ Champion print technology processes used in just under 50% of Fortune 1000 companies which allows organization to compete on a regional and national level. Show less
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Owner
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Jan 1989 - Jun 1995
Owned and Operated Owned and Operated
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Education
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1985 - 1989
Arizona State University
Bachelor's degree, Business Administration, Management and Operations
Community
