Wismed Financial, Inc.

Wismed Financial, Inc. (CRD# 310946) is a financial advisory firm headquartered in Fitchburg, WI. They manage $37,458,119 in 157 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2920 Marketplace Dr., Suite 103, Fitchburg, WI 53719
https://www.wismedfinancial.org/
By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    157
    ACCOUNTS
  • Average Account Value
    $238,587
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Wismed Financial, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Mark Ziety, financial advisor Fitchburg WI
Mark A. Ziety
CRD#: 4902024
2920 Marketplace Dr., Suite 103, Fitchburg, WI 53719

- Reduce Debt - Invest Smart - Retire Secure - Live Your Life -

 

Personal finance has become more complicated and burdensome than it should.  Join other physicians who are turning their concerns about debt, investing, and retirement into a feeling of financial wellbeing.

 

https://www.wismedfinancial.org/

 

 

Mark Ziety (CRD# 4902024) is an Investment Advisor Representative working at Wismed Financial, Inc. in Fitchburg, WI and has over 16 years of experience in the finance industry. Mark Ziety 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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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