Mark Engle, financial advisor Monona WI
83 score

Mark Engle

CRD Number: 1962431
Current Firm: Usadvisors Wealth Management, LLC

Mark Engle (CRD# 1962431) is an Investment Advisor Representative working at Usadvisors Wealth Management, LLC in Monona, WI and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Usadvisors Wealth Management, LLC Monona, WI Aug 2015 - Current 1
Securities America Inc. La Vista, NE Jul 2009 - Current 7
Securities America Advisors La Vista, NE Jul 2009 - Current 7
Financial Network Investment Corp Madison, WI Oct 2003 - Jul 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1989
S65 NASAA Investment Advisors Law Examination Aug 2002
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Mark E. Engle
Phone Number: 952-829-0000
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    121
    MILLIONS
  • Total Number of Accounts
    917
    ACCOUNTS
  • Average Account Value
    $132,271
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, DC, FL, GA, HI, IA, IL, IN, MA, MD, MI, MN, MO, ND, NE, NH, NV, OH, PR, SD, TN, TX, VA, WA, WI

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BADGES
83

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