Mark Weibel
Mark Weibel is a registered investment advisor at Ameriprise Financial Services, LLC, based in Erie, PA, with 37 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
2035 Edinboro Rd, Erie, PA, 16509-3452
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 1997Other Business ActivitiesSells Insurance
Mark works as a financial consultant for SAA and Eriebank Investment Advisors, dedicating full-time and about half of his time, respectively. He also engages in insurance sales with CNB Insurance and provides wealth management services via CNB Bank Trust Dept, spending about 10-20% of his time and about a quarter of his time on these activities, respectively.
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Securities America Advisors, INC.
Securities America, INC.Broker
Citizens Securities, INC.Broker
Citizens Securities, INC.
PNC Investments
PNC InvestmentsBroker
Natcity Investments, INC.
Natcity Investments, INC.Broker
Wachovia Securities, LLCBroker
Lehman Brothers INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.