Mark
Wise

Woodbury Financial Services, Inc

CRD#6174579
Investment Advisor
in Sterling Heights, MI

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About this Advisor

Mark Wise is a certified financial planner who works in Sterling Heights, Michigan, with 6 years of industry experience. Wise is on the advisory team at Woodbury Financial Services, Inc. During their career, the advisor has held roles at Sii Investments and Woodbury Financial Services Inc. Wise has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Michigan. Woodbury Financial Services, Inc is a business that has its headquarters in Saint Paul, MN. It has offices in 1,038 locations and a total of 3,002 financial advisors. It manages $19 billion in assets among its 101,950 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 184 charities and foundations. Of its 101,950 client accounts, just 11% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Woodbury Financial Services, Inc offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors typically are based on which services the firm provides the client. Fees charged by Woodbury Financial Services, Inc likely are comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 years

Services Offered

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

38600 Van Dyke Avenue Suite 230
Sterling Heights, MI 48312

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$19,278,448,046

MI Average: $5,289,111,388
Total Number of Employees

3,002

MI Average: 157
Total Number of Accounts

101,950

MI Average: 8,262
Average Account Size

$189,097

MI Average: $640,173

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
  • Educational seminars/workshops

Mark Wise Work History

Mark has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Woodbury Financial Services Inc

2013 - 2017 (4 years)

Sii Investments

*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 Wise 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 Woodbury Financial Services, Inc

Robert Tudda
Jericho, NY
Anthony Frangella
Orland Park, IL
Shannon Parks
Glenwood, IA
Gary Kostowski
Claremont, NH
Brock Eckman
Saint Paul, MN
Denise Badgerow
Thibodaux, LA
Christopher Simon
Mount Joy, PA
Leandro Fenster
Melville, NY

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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