Mark BichanichCRD Number: 2568918
Current Firm: Coordinated Capital Securities, Inc.
Mark Bichanich (CRD# 2568918) is an Investment Advisor Representative working at Coordinated Capital Securities, Inc. in New Berlin, WI and has over 26 years of experience in the finance industry.
Robert W. Baird & Company Incorporated
Northwestern Mutual Investment Services,llc
Annex Wealth Management, LLC
|Coordinated Capital Securities, Inc.||Madison, WI||Jul 2009 - Current||11|
|Fairbridge Securities Corp.||Milwaukee, WI||Jul 2000 - Jul 2009||9|
|Equable Securities Corporation||Milwaukee, WI||Nov 1994 - Jul 2009||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1994|
|S65||NASAA Investment Advisors Law Examination||Sep 2009|
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.Get Details on the FINRA Advisor Check site
Total Assets Under Management194MILLIONS
Total Number of Accounts425ACCOUNTS
Average Account Value$455,326
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, IN, KY, MN, OH, WI, WV
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