Mark Vosika
CRD Number: 2371202Current Firm: Wealth Watch Advisors, Inc.
Compensation Model: Fee Only
Mark Vosika (CRD# 2371202) is a fully comprehensive, multi-line independent Registered Investment Advisor Representative & Financial Wealth Advisor working at Wealth Watch Advisors, LLC in Denver, CO and has over 25 years of experience since 1995 in the financial services & insurance industries. He is also a Certified Financial Fiduciary® by the National Association of Certified Financial Fiduciaries® since early 2019, and can be found in their Member Directory at https://nationalcffassociation.org/ .
Please visit his website for specific information about Mr. Vosika and his Financial Planning Firm @
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Watch Advisors, LLC | Englewood, CO | Jan 2018 - Current | 6 |
| Golden Retirement Strategies, Inc. | Golen, CO | Feb 2003 - Current | 21 |
| Mark A. Vosika | Golden, CO | Jan 1998 - Current | 26 |
| Transamerica Financial Advisors, Inc. | Golden, CO | Jan 2014 - Mar 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2005 |
| S65 | NASAA Investment Advisors Law Examination | May 1997 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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Total Assets Under Management348MILLIONS
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Total Number of Accounts3,061ACCOUNTS
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Average Account Value$113,838
- A percentage of assets under your management
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AZ, CA, CO, FL, GA, HI, IA, ID, IL, KY, MI, MN, MS, NC, NJ, NV, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI
If the occasion arises to recommend a fully comprehensive & independent financial planner and/or multi-line insurance advisor, I sincerely appreciate your referral. It's an honor to serve you & your friends and family - they will receive the highest degree of attention and service possible.
Advisory services offered by Wealth Watch Advisors, LLC. Insurance services offered through Mark Vosika and Wealth Watch Advisors, LLC are not affiliated. The companies, and their employees, may not accept orders to affect purchase or sale transactions, accept funds, securities, or similar instructions via email or voicemail.
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