Mark Heffel is a registered investment advisor at Cetera Investment Advisers LLC, based in Beloit, WI, with 31 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
645 Third St, Beloit, WI, 53511
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mark is a 25% owner of a family farm, dedicating about half his time to it. He also participates as a non-voting member of the investment policy committee for First National Bank & Trust Company-Wealth Management, but does not handle securities transactions or make investment decisions.
Employment History
Current Registrations
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cetera Investment Services LLC
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
State Registrations2 states
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