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Mark Wise, financial advisor Sterling Heights MI

Mark Wise

Platinum Wealth Management Group, Inc.

CRD Number: 6174579
Current Firm: Woodbury Financial Services, Inc.
Compensation Model: Both
Mark Wise (CRD# 6174579) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Sterling Heights, MI and has over 5 years of experience in the finance industry. Mark Wise 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.
CONTACT
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Professional Designations
Company Name Location Dates Years
Woodbury Financial Services Inc. Sterling Heights, MI Nov 2017 - Current 3
Platinum Wealth Management Group, Inc. Sterling Heights, MI Jan 2013 - Current 8
Sii Investments Sterling Heights, MI Mar 2013 - Nov 2017 4
Student Sterling Heights, MI Mar 2003 - Mar 2013 10
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Mar 2013
S63 Uniform Securities State Law Examination Apr 2013
S65 NASAA Investment Advisors Law Examination Aug 2013
Contact Info for Mark T. Wise
Sterling Heights, MI 48312
Phone Number: 800-800-2638
Advisor Website: http://www.mypwmg.com
Firm Website: http://www.jagrawalfinancialgroup.com
Registered State(s):
  • MI
  • AZ
  • CA
  • CO
  • FL
  • IL
  • KS
  • MN
  • VA
  • WI
Current Firm Details
Woodbury Financial Services, Inc.
Firm's CRD Number: 421
7755 3rd Street North, Oakdale, MN 55128
By the Numbers
  • Total Assets Under Management
    11,615
    MILLIONS
  • Total Number of Accounts
    58,629
    ACCOUNTS
  • Average Account Value
    $198,109
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Firm Disclaimer:

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

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Data verified by both the advisor and the public regulatory data.

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