Mark Siekierski, financial advisor Oxford WI

Mark Siekierski

CRD Number: 2767992
Current Firm: Blue Chip Financial Planning, LLC

Mark Siekierski (CRD# 2767992) is an Investment Advisor Representative working at Blue Chip Financial Planning, LLC in Oxford, WI and has over 27 years of experience in the finance industry. Mark Siekierski 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.

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Professional Designations
Company Name Location Dates Years
Blue Chip Financial Planning Oxford, WI Jul 1996 - Current 27
Self Employed Oxford, WI Sep 1992 - Current 31
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 1996
Contact Info for Mark J. Siekierski
Phone Number: 608-365-6400
Registered State(s):
  • IL
  • TX
  • WI
Current Firm Details
Blue Chip Financial Planning, LLC
Firm's CRD Number: 112837
By the Numbers
  • Total Assets Under Management
    24
    MILLIONS
  • Total Number of Accounts
    143
    ACCOUNTS
  • Average Account Value
    $164,608
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

IL, TX, WI

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