Mark Alevizos (CRD# 2310546) is an Investment Advisor Representative working at Wealthspring Advisors, LLC in Minneapolis, MN and has over 31 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealthspring Advisors | St. Paul, MN | May 2008 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2016 |
| S63 | Uniform Securities State Law Examination | Feb 1993 |
- MN
-
Total Assets Under Management38MILLIONS
-
Total Number of Accounts151ACCOUNTS
-
Average Account Value$251,337
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
MN, TX
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