Our Firm
Mark
E. Czuchry, Esq., practices estate and legacy planning, probate
and trust administration, asset recovery and employment law with
Czuchry Law Firm, with offices in Victoria and
St. Louis Park, MN.
Mark is former Vice President, Chief Compliance Officer and corporate counsel for a boutique broker-dealer and registered investment adviser in Bloomington, MN.
Mark holds the following investment industry securities registrations:
FINRA Series 4: Options Principal
FINRA Series 7: General Securities Representative
FINRA Series 9/10: NYSE Branch Office Manager, all product lines
FINRA Series 24: General Securities Principal
FINRA Series 53: Municipal Securities Principal
FINRA Series 63: Uniform Securities Agent State Law Exam
FINRA Series 65: NASAA-Investment Advisors Law Exam
Mark also holds a Minnesota Insurance License for the following lines: life (LTC), accident & health, property, casualty, and variable.
During his nine years in the industry, Mark has consulted with over 500 insurance agents and financial professionals on over 4,000 client cases on all issues relating to financial and estate planning, client relationship management and compliance. In addition, Mark has reviewed and approved tens of thousands of securities and insurance transactions for compliance with industry suitability and fiduciary standards while working with dozens of custodians and attorneys regarding estate plan implementation and asset transfer issues, such as account titling and beneficiary designations. Most reputable industry sources estimate that up to 80% of all clients have potential problems with either account titling or beneficiary designations, or both; this is Mark’s expertise.
Mark is a member of the prestigious Wealth Counsel, a nationwide “think-tank” organization of over 1600-member attorneys committed to delivering to their clients the most comprehensive and advanced estate and tax planning available. Member attorneys collaborate through advisory boards/listserves, continuing education and co-counsel opportunities, so when coupled with Mark’s expertise in estate plan implementation and trust funding, Mark’s clients enjoy some of the best planning available in the marketplace.
Mark earned his Juris Doctor, cum laude, in 1999 from the University of Minnesota Law School. Mark was named to the 1999 Who's Who Among American Law Students, was overall winner of the Law School's prestigious Maynard Pirsig Moot Court Competition, and was chosen as one of only four students to represent the University of Minnesota Law School in the nationwide ABA Moot Court Competition. Mark earned his Bachelor of Science, summa cum laude, in 1995 from Northwestern College in Roseville, Minnesota. Mark earned majors in both Social Science and Bible, and he studied renaissance and reformation history at Oxford University’s Keble College.
Mark has been published four times in popular media, most notably in an article titled "Pre-emptive reporting," (PDF Document) proposing tighter restrictions on insider trading, published in the Sunday, May 18, 2003 Minneapolis Star Tribune, Business Forum.
Associations |
Member,
Christian Legal Society |
Admitted |
Minnesota District
Court (10/29/1999) |