Chelsea Financial Services

Meet Mark Heinrich

Federal Retirement Specialist| Financial Advisor

Tulsa | OKLAHOMA

Mark W. Heinrich - Financial Advisor

Mark W. Heinrich,  Mark the Principal and founder., of Federal Capital Advisors, LLC., is a lifelong Tulsan where he attended Cascia Hall Preparatory School and later graduated from Westminster College, Fulton, Missouri with a BA in Accounting.  Mark served in the United States Army as a Captain in the 486th Civil Affairs BN., Broken Arrow, Oklahoma and retired in 1996. Mark is married to his high school sweetheart Jenny and has four beautiful children.  Mark’s passion for his work which includes over 25 years in the Financial Services Industry started as an Oklahoma State Bank Examiner. Mark examined banks throughout Oklahoma gaining a vast knowledge and experience on Bank investments, Small Business and Family Investments. Mark started with UBS Wealth Management, a global investment firm. Mark served as a Financial Consultant specializing in Federal Benefits & Wealth Management for federal employees, individuals and families. Additionally, Mark served as President & CEO of GRF Capital Investors Inc., for over 12 years a 34 year old Broker Dealer headquartered in Tulsa, OK.  Mark expanded his financial practice to become a federal retirement specialist.  With over fifteen years working with federal employees, Mark has counseled hundreds of individuals and families on their federal retirement benefits to allow them to have successful retirements as they enter into the next chapter of their lives.  Mark is a licensed Series 7 and 66 Stockbroker and Investment Advisor.  Additionally, Mark is a Series 24 and 28 General Securities Principal and an Introducing Broker /Dealer Financial/Operations Principal focusing on market driven investments for individuals and their families investments.

Outside interest include: Boy Scouts of America

Contact Mark via our Contact Form

Certification(s):  Federal Retirement SpecialistFinancial Advisor

Area(s) Served:  Tulsa | Oklahoma | Arkansas | Kansas

Securities Licenses:  Series 7, 66, 24, 28

Licensed to sell securities in:  Oklahoma

Insurance:  Life

Licensed to sell insurance in:  OK

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