Mark
Wierichs
Denali Wealth Management, Inc
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About this Advisor
Mark Wierichs is a financial advisor operating in Mequon, Wisconsin who has 4 years of relevant experience. Wierichs currently works for Denali Wealth Management, Inc. Their career trajectory has included roles at Arrowhead High School, Bradley Corporation, Airgas and Denali Wealth Management, Inc. Wierichs has a Series 65 license, certifying them as an investment advisor representative, and is able to serve investors in Wisconsin. Denali Wealth Management, Inc is a financial advisory business that has its headquarters in Mequon, WI. The company has a total of eight employees. It controls $210 million in assets between its 388 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 388 client accounts, 29% are held by high-net-worth individuals who have greater than $1 million in assets. Denali Wealth Management, Inc offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fees largely vary depending on which services the firm provides the client. Fee types charged by Denali Wealth Management, Inc likely include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Denali Wealth Management, Inc Brokerage Details
$210,184,000
8
388
$541,711
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Mark Wierichs Work History
Mark has been registered as a financial advisor for 4 years.*
Denali Wealth Management, Inc
Arrowhead High School
Airgas
Bradley Corporation
*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 Wierichs 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 Denali Wealth Management, Inc
Mequon, WI
Mequon, WI
Mequon, WI
Mequon, WI
Mequon, WI
Mequon, WI
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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