Mark Vihstadt (CRD# 4192395) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Sisters, OR and has over 23 years of experience in the finance industry.
CRD# 2405340
Ascent Capital
CRD# 6255154
Axia Wealth Management Inc.
CRD# 4771734
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| U.s. Bancorp Investments, Inc. | Bend, OR | Jun 2023 - Current | < 1 |
| Securities America, Inc. | Bend, OR | Mar 2023 - Jun 2023 | < 1 |
| Arbor Point Advisors | Bend, OR | Mar 2023 - Jun 2023 | < 1 |
| U.s. Bancorp Investments, Inc. | Bend, OR | Jul 2014 - Mar 2023 | 8 |
| Wells Fargo Advisors LLC | Bend, OR | Sep 2010 - Jul 2014 | 3 |
| Wells Fargo Bank, N.a. | Bend, OR | Oct 2009 - Jul 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2010 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2010 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2000 |
- OR
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Total Assets Under Management15,875MILLIONS
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Total Number of Accounts60,028ACCOUNTS
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Average Account Value$264,455
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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