Mark Wojno, financial advisor Brighton MI
93 score

Mark Wojno

CRD Number: 5623841
Current Firm: Pinnacle Wealth Management, Inc.

Mark Wojno (CRD# 5623841) is an Investment Advisor Representative working at Pinnacle Wealth Management, Inc. in Brighton, MI and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Pinnacle Wealth Management, Inc. Brighton, MI Mar 2013 - Current 5
Berthel Fisher & Company Financial Services, Inc. Brighton, MI Aug 2012 - Current 5
Mark Wojno Cpa Farmington Mills, MO Nov 1985 - Current 32
Foresters Equity Services, Inc. Livonia, MI Jun 2009 - Aug 2012 3
Heritage Financial Farmington Hills, MI Jul 2008 - May 2009 < 1
Franklin American Mortgage Franklin, TN Jan 2008 - Jul 2008 < 1
Diversified Mortgage Services Livonia, MI Nov 1989 - Jun 2008 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2009
S65 NASAA Investment Advisors Law Examination Nov 2008
Contact Info for Mark A. Wojno
Phone Number: 810-220-6322
Registered State(s):
  • FL
  • MI
By the Numbers
  • Total Assets Under Management
    30
    MILLIONS
  • Total Number of Accounts
    323
    ACCOUNTS
  • Average Account Value
    $93,534
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

FL, MI, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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