Mark Albers, financial advisor Appleton WI
92 score

Mark Albers

CRD Number: 6226751
Current Firm: Hewins Financial Advisors, LLC

Mark Albers (CRD# 6226751) is an Investment Advisor Representative working at Hewins Financial Advisors, LLC in Appleton, WI and has over 3 years of experience in the finance industry. Mark Albers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Robert Riedl, CPA®, CFP®, AWMA® , financial advisor Appleton WI
Robert L. Riedl, CPA®, CFP®, AWMA®
CRD# 1109543
Endowment Wealth Management, Inc.
Score
107
Similar Advisors
C. Peter Kerntke, financial advisor Appleton WI
C. Peter Kerntke
CRD# 1547070
Kerntke Otto Mcglone Wealth Management Group
Score
103
Similar Advisors
Prateek Mehrotra, financial advisor Appleton WI
Prateek Mehrotra
CRD# 4618007
Endowment Wealth Management, Inc.
Score
103
Professional Designations
Company Name Location Dates Years
Hewins Financial Advisors, LLC Green Bay, WI Jun 2013 - Current 3
Wipfli LLP Green Bay, WI Oct 2011 - Current 5
Schreiber Foods, Inc. Green Bay, WI Apr 2011 - Sep 2011 < 1
Wipfli LLP Green Bay, WI May 2007 - Apr 2011 3
University Of Wisconsin Whitewater, WI Sep 2004 - May 2007 2
Wipfli LLP Green Bay, WI May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2013
Contact Info for Mark D. Albers
Phone Number: 650-620-3040
Registered State(s):
  • CA
  • IL
  • MN
  • PA
  • MO
  • FL
  • WI
By the Numbers
  • Total Assets Under Management
    3,857
    MILLIONS
  • Total Number of Accounts
    4,219
    ACCOUNTS
  • Average Account Value
    $914,147
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AZ, CA, CO, DE, FL, IL, IN, LA, MI, MN, MO, MT, NC, NE, NH, NJ, NV, NY, OH, OR, PA, TX, VA, WA, WI

Ready to hire a financial advisor? Get competitive proposals from Mark Albers and other advisors.
BADGES
92
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.