Mark Strey, financial advisor Milwaukee WI
89 score

Mark Strey

CRD Number: 6221051
Current Firm: Mutual Of Omaha Investor Services, Inc.

Mark Strey (CRD# 6221051) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Milwaukee, WI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Mutual Of Omaha Investor Services, Inc. Omaha, NE Jul 2013 - Current 3
Mutual Of Omaha Milwaukee, WI Feb 2013 - Current 3
Marawood Construction Marshfield, WI Aug 2012 - Nov 2012 < 1
Faulks Brothers Construction Waupaca, WI Jun 2012 - Aug 2012 < 1
Uw-milwaukee Milwaukee, WI Aug 2009 - May 2012 2
Dorshorst Trucking Auburndale, WI Jun 2009 - Jul 2011 2
Madison Area Technical College Madison, WI Aug 2007 - Jun 2009 1
Menards Madison, WI Jun 2008 - Aug 2008 < 1
Pizza Man Marshfield, WI Jun 2006 - Jul 2007 1
Marshfield High School Marshfield, WI Jul 2003 - Jun 2007 3
Figi's Marshfield, WI Nov 2006 - Jan 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2013
S65 NASAA Investment Advisors Law Examination Jun 2014
Contact Info for Mark R. Strey
Phone Number: 402-351-5770
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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