Mark Van Etten, financial advisor Portage WI

Mark Van Etten

CRD Number: 6500226
Current Firm: Edward Jones

Mark Van Etten (CRD# 6500226) is an Investment Advisor Representative working at Edward Jones in Portage, WI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St. Louis, MO May 2017 - Current 4
The Center For Health Enhancement System Studies Madison, WI May 2016 - May 2017 1
School At Uw-madison Madison, WI Sep 2013 - May 2017 3
Edward Jones Sun Prairie, WI Jun 2015 - Dec 2015 < 1
Bank Of Poynette Poynette, WI May 2015 - Jun 2015 < 1
Clack Corportation Windsor, WI May 2014 - Sep 2014 < 1
Clack Corporation Windsor, WI May 2013 - Sep 2013 < 1
Poynette Schooling Poynette, WI Sep 2000 - May 2013 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2017
Contact Info for Mark Van Etten
Phone Number: 314-515-2000
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    519,780
    MILLIONS
  • Total Number of Accounts
    3,701,715
    ACCOUNTS
  • Average Account Value
    $140,416
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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

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