Mark Wielinga, financial advisor Muskegon MI

Mark Wielinga

CRD Number: 6772694
Current Firm: Ameriprise Financial Services, LLC

Mark Wielinga (CRD# 6772694) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Muskegon, MI and has over 6 years of experience in the finance industry. Mark Wielinga has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Ameriprise Financial Services, LLC Muskegon, MI Jun 2023 - Current < 1
Edward Jones St Louis, MO Apr 2017 - Jun 2023 6
Assured Construction Corporation Blue Island, IL Sep 2015 - Feb 2017 1
Bass Pro Shops Portage, IN Jul 2015 - Sep 2015 < 1
United States Marine Corps Reserve Grand Rapids, MI Oct 2009 - Sep 2015 5
Kalamazoo Valley Community College / Western Michigan University Kalamazoo, MI Sep 2010 - Jul 2015 4
Bronson Methodist Hospital Kalamazoo, MI Jul 2012 - Sep 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2017
Contact Info for Mark C. Wielinga
Phone Number: 612-671-3131
Firm Website: http://ameriprise.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    414,380
    MILLIONS
  • Total Number of Accounts
    1,953,584
    ACCOUNTS
  • Average Account Value
    $212,113
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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