Wells Fargo Advisors
47yrs
Top advisor by experience in Glastonbury
29yrs
Mark Pappa has worked in the financial industry for 29 years and is a fiduciary financial advisor based in Glastonbury, Connecticut. After six years at Osaic FS, Mark joined Financial Resources Group in 2018, a firm offering financial planning, investment management, and retirement plan consulting. Financial Resources Group reports being paid through a percentage of assets and flat fees.
One of 373 advisors with offices in Glastonbury, and one of 350 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 18% by experience nationwide
Office116 Oak Street 2nd Floor, Glastonbury, CT 06033
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$221,026
Advisors at the firm3
States licensed ?1 state
Services through Financial Resources Group
Financial planningInvestment management for individuals and small businessesRetirement plan consultingNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowFinancial Resources Group, LLCCurrent firm
- 2012 – 2018Osaic FS, Inc.Previously
Questions to ask Mark
Tailored to Mark’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mark
How do I contact Mark?
Call Financial Resources Group at (860) 657-8380 and ask for Mark Pappa. Mark works from the Glastonbury, CT office.
How long has Mark been a financial advisor?
Mark has been in the industry since 1997, about 29 years. Top 18% by experience nationwide.
What licenses does Mark hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Financial Resources Group reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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