Mark
Nelson-Maruska
Walser Wealth Management Company, A Limited Liability Company
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About this Advisor
Mark Nelson-Maruska is a financial advisor working in Tampa, Florida who has 1 year of industry experience. Nelson-Maruska is currently employed by Walser Wealth Management Company, A Limited Liability Company. During their career, Nelson-Maruska has held roles at First Command Brokerage Service, Inc, Best Insurance Group, Ushealth Advisors, Bert Smith Subaru, Unemployed, Looking For Work, Full-Education Saint Petersburg College, Full-Time Education (Fosston High School), Full-Time Education (Davies High School), First Command Brokerage Services, Inc, First Command Advisory Services and Walser Wealth Management Company, A Limited Liability Company. Nelson-Maruska has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Florida. Walser Wealth Management Company, A Limited Liability Company is a registered investment company headquartered in Tampa, FL. It controls $104 million in total assets across its 614 client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 614 client accounts, just 3% are associated with high-net-worth investors who have at least $1 million in investable assets. The company provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees usually depend on which services the firm provides the client. Fee types billed by Walser Wealth Management Company, A Limited Liability Company likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Walser Wealth Management Company, A Limited Liability Company Brokerage Details
$104,227,553
9
614
$169,752
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Mark Nelson-Maruska Work History
Mark has been registered as a financial advisor for 1 years.*
Walser Wealth Management Company, A Limited Liability Company
First Command Brokerage Services, Inc
First Command Advisory Services
First Command Brokerage Service, Inc
Best Insurance Group
Ushealth Advisors
Bert Smith Subaru
Unemployed, Looking For Work
Full-Education Saint Petersburg College
Full-Time Education (Fosston High School)
Full-Time Education (Davies High School)
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mark Nelson-Maruska to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Walser Wealth Management Company, A Limited Liability Company
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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