# MVK Financial Planning

MVK Financial Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/mark-kleene-cfp-r-4219b67

## Regulatory record

- **CRD number:** 159689
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/159689

## About

MVK Financial Planning, LLC is a state-registered investment adviser with $12 million in regulatory assets under management. The firm manages $796,194 on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### What investment stages does MVK Financial Planning typically target?

No investment stage preferences are publicly available for MVK Financial Planning. The firm has not disclosed any venture, growth, buyout, or other stage focus. Given its RIA classification and lack of alternative investment activity, it probably targets standard public-market securities at various capitalization levels rather than private-company stages.

### Which sectors does MVK Financial Planning explicitly avoid?

No sector avoidance policy has been disclosed by MVK Financial Planning. The firm has not published any ESG or ethical screens, nor has it indicated any negative sector preferences. The absence of a sector stance leaves the question unanswerable from public records.

## Related profiles

- [Teliac Capital Management](https://altss.com/profile/teliac-capital-management-llc)
- [THE CAPSTREET GROUP, LLC](https://altss.com/profile/the-capstreet-group-llc)

---

Last updated: 2026-08-14T12:30:00.000Z

Canonical page: https://altss.com/profile/mvk-financial-planning-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology