Mark
Wolter
Beacon Wealth Advisors, LLC
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About this Advisor
Mark Wolter is a financial advisor working out of Mchenry, Illinois with a total of 4 years of industry experience. Wolter currently works for Beacon Wealth Advisors, LLC. During their career, the advisor has held roles at Linsco/Private Ledger Corp, Harbour Investments, Inc, Wolter Wealth Management, Gradient Securities, LLC, Beacon Wealth Advisors, LLC and Beacon Insurance Advisors, LLC. Wolter has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is registered to advise clients in Illinois and Texas. Beacon Wealth Advisors, LLC is a firm operating out of Mchenry, IL. It administers $137 million in total assets between its 1,017 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 1,017 customer accounts, just 12% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Beacon Wealth Advisors, LLC has a set of services, including financial planning services, portfolio management for individuals and small businesses and publication of newsletters. A financial advisor's fees usually are based on which services the firm provides the client. Fee types billed by Beacon Wealth Advisors, LLC likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Beacon Wealth Advisors, LLC Brokerage Details
$136,800,000
4
1,017
$134,513
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Mark Wolter Work History
Mark has been registered as a financial advisor for 4 years.*
Gradient Securities, LLC
Beacon Wealth Advisors, LLC
Beacon Insurance Advisors, LLC
Harbour Investments, Inc
Wolter Wealth Management
Linsco/Private Ledger Corp
*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 Wolter 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 Beacon Wealth Advisors, LLC
Mchenry, IL
Mchenry, IL
Mchenry, IL
Mchenry, IL
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