Mark ZellmerCRD Number: 1029614
Current Firm: Northern Oak Wealth Management. Inc.
Mark Zellmer (CRD# 1029614) is an Investment Advisor Representative working at Northern Oak Wealth Management. Inc. in Milwaukee, WI and has over 35 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
|Northern Oak Wealth Management, Inc.||Milwaukee, WI||Nov 1989 - Current||27|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1982|
Total Assets Under Management605MILLIONS
Total Number of Accounts733ACCOUNTS
Average Account Value$825,387
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, 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, VI, VT, WA, WI, WV