Mark Zichterman, financial advisor Holland MI

Mark Zichterman

CRD Number: 4633113
Current Firm: Stifel, Nicolaus & Company, Incorporated

Mark Zichterman (CRD# 4633113) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Holland, MI and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Stifel Nicolaus & Co Inc. Holland, MI Jan 2022 - Current 2
Zichterman & Clark LLC Byron Center, MI Feb 2018 - Current 6
Raymond James & Associates Holland, MI Aug 2007 - Dec 2021 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2003
Contact Info for Mark L. Zichterman
Phone Number: 314-342-2000
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    132,551
    MILLIONS
  • Total Number of Accounts
    334,814
    ACCOUNTS
  • Average Account Value
    $395,894
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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