Mark Steffke, financial advisor Thiensville WI
74 score

Mark Steffke

CRD Number: 6363225
Current Firm: Estate Counselors, LLC

Mark Steffke (CRD# 6363225) is an Investment Advisor Representative working at Estate Counselors, LLC in Thiensville, WI and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Estate Counselors, LLC Thiensville, WI Jun 2014 - Current 2
Estate Counselors, LLC Thiensville, WI Aug 2013 - Current 3
Unemployed Mequin, WI May 2012 - Aug 2013 1
Phase Three, LLC Missoula, MT May 2008 - May 2012 4
University Of Montana Missoula, MT Aug 2007 - May 2008 < 1
Matenaer Corp. West Bend, WI Feb 2001 - Aug 2007 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Mark C. Steffke
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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