Mark Wildeman (CRD# 3151930) is an Investment Advisor Representative working at Lpl Financial LLC in Waukesha, WI and has over 25 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Waukesha, WI | Jul 2021 - Current | 2 |
Hilltop 74 LLC | Waukesha, WI | Jan 2020 - Jul 2021 | 1 |
Fox River Christian Church | Waukesha, WI | Nov 2019 - Jul 2021 | 1 |
Cincinnati Life | Mukwonago, WI | Mar 2016 - Jul 2021 | 5 |
Ymca Mukwonago | Mukwonago, WI | Jan 2016 - Jul 2021 | 5 |
Waddell & Reed, Inc. | Waukesha, WI | Aug 2015 - Jul 2021 | 5 |
Various Insurance Carriers For W&r Insurance Agencies | Mukwonago, WI | Aug 2015 - Jul 2021 | 5 |
Fox River Christian Church | Waukesha, WI | Mar 2006 - Jul 2021 | 15 |
Fintegra, LLC | Minneapolis, MN | Feb 2009 - Aug 2015 | 6 |
Tri City National Bank | Oak Creek, WI | Feb 2009 - Aug 2015 | 6 |
Milwaukee Journal | Milwaukee, WI | Jan 2009 - Aug 2015 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 1998 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
- WI
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
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