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https://www.wismedfinancial.org/
Mark Ziety (CRD# 4902024) is an Investment Advisor Representative working at Wismed Financial, Inc. in Fitchburg, WI and has over 16 years of experience in the finance industry. Mark Ziety 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 putclients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5525772
Ameriprise Financial Services, LLC
CRD# 4582706
Trustage Investment Management
CRD# 5936170
Adler Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wismed Financial, Inc. | Madison, WI | Sep 2020 - Current | 3 |
| Ellenbecker Investment Group, Inc. | Pewaukee, WI | May 2019 - Aug 2020 | 1 |
| Shakespeare Wealth Management, Inc. | Brookfield, WI | Nov 2009 - Feb 2019 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2005 |
- WI
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Total Assets Under Management37MILLIONS
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Total Number of Accounts157ACCOUNTS
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Average Account Value$238,587
- 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
WI
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