Mark
Sewalson
Axxcess Wealth Management, LLC
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About this Advisor
Mark Sewalson is a financial advisor operating in Olathe, Kansas with a total of 1 year of industry experience. Sewalson currently works for Axxcess Wealth Management, LLC. Throughout their career, they have worked at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Axxcess Wealth Management, LLC. Sewalson maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Kansas and Texas. Axxcess Wealth Management, LLC is a business that has its headquarters in Carlsbad, CA. The company has offices in 23 locations and a total of 78 employees. It administers $3 billion in assets across its 9,690 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 14 charitable organizations. Of its 9,690 customer accounts, just 13% are associated with high-net-worth individuals who have at least $1 million in assets. Axxcess Wealth Management, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees are based on the type of financial services provided. However, fee types billed by Axxcess Wealth Management, LLC can consist of some blend of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Axxcess Wealth Management, LLC Brokerage Details
$3,399,618,044
78
9,690
$350,838
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Mark Sewalson Work History
Mark has been registered as a financial advisor for 1 years.*
Axxcess Wealth Management, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
*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 Sewalson 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 Axxcess Wealth Management, LLC
Carlsbad, CA
Carlsbad, CA
Carlsbad, CA
Charleston, WV
Lantana, TX
Carlsbad, CA
Carlsbad, CA
Carlsbad, CA
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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