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Advisors / Ohio / Beachwood
24yrs

Mark Kangas

Financial advisor at North Star Advisory Group

Mark Kangas has worked in the financial industry for 24 years and is a fiduciary financial advisor based in Beachwood, Ohio. After three years at Raymond James Financial Services Advisors and four years at Stifel, Nicolaus & Company, Mark joined North Star Advisory Group in 2014, a firm offering financial planning, investment management, and retirement plan consulting. Mark holds the CFP® designation.

One of 313 advisors with offices in Beachwood, and one of 235 fiduciaries.

Beachwood, OH 44122CFP®Top advisor by experience at North Star Advisory GroupFiduciary advisor
Call the officeDirections

At a glance

Experience24 years (since 2002)
How that compares ?Top advisor by experience at North Star Advisory Group
Office2000 Auburn Drive Suite 415, Beachwood, OH 44122
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$576,996
Advisors at the firm6
States licensed ?2 states

Services through North Star Advisory Group

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. 2014 – now
  2. 2013 – 2016
  3. 2009 – 2013
  4. Jan 2008 – Jan 2009
  5. 2002 – 2008
    A. G. Edwards & Sons, Inc.Previously

Questions to ask Mark

Tailored to Mark’s registration and firm.

  1. What does a financial plan with you include, and how often is it updated?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. 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 North Star Advisory Group at (216) 202-0202 and ask for Mark Kangas. Mark works from the Beachwood, OH office.

How long has Mark been a financial advisor?

Mark has been in the industry since 2002, about 24 years. Top advisor by experience at North Star Advisory Group.

What licenses does Mark hold?

Series 66. 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?

North Star Advisory Group reports being paid by a percentage of the assets they manage, hourly fees, 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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