Mark
Meier

Advisory Services Network

CRD#4661202
Investment Advisor
in Fort Atkinson, WI

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About this Advisor

Mark Meier is a financial advisor based in Fort Atkinson, Wisconsin, working with Advisory Services Network. Mark has previously held positions at R. Meier, Inc and Advisory Services Network LLC. Mark has passed the Series 63 regulatory exam and is registered to provide services in Texas and Wisconsin. Currently, Mark is part of Advisory Services Network, which operates out of Fort Atkinson, Wisconsin. The firm has 84 offices and 215 employees. The firm manages assets totaling $6.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Advisory Services Network includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

509 Mcmillen Street
Fort Atkinson, WI 53538

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Advisory Services Network Brokerage Details

Total Assets Under Management

$6,818,718,908

WI Average: $3,570,121,308
Total Number of Employees

215

WI Average: 58
Total Number of Accounts

24,286

WI Average: 1,608
Average Account Size

$280,767

WI Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Mark Meier Work History

2020 - Present (5 years)

Advisory Services Network LLC

2006 - 2020 (14 years)

R. Meier, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Mark Meier 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 Advisory Services Network

Jerry Ford
Atlanta, GA
David Eaton
Atlanta, GA
Dudley Whitlock
Landrum, SC
Matthew Lichtman
Atlanta, GA
Brady Yohn
Souderton, PA
Justin Dorton
Camden, SC
Miao Zhu
Tampa, FL
Penny Mccall
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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