Mark Wildeman is a registered investment advisor at LPL Financial LLC, based in Waukesha, WI, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
N17W24222 Riverwood Dr, Suite 150, Waukesha, WI, 53188
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Regulatory History (1)
Customer Dispute
March 2007Other Business Activities
Mark is involved with Fortis Financial as a business entity for tax/investment purposes, dedicating nearly full-time hours. He also has business entities Hilltop and Hilltop164, LLC for tax/investment purposes, but spends minimal time on these.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & ReedBroker
Waddell & Reed
Fintegra, LLC
Fintegra, LLCBroker
Northland Asset Management
Northland Securities, INC.Broker
First Midamerica Investment Corporation
First Midamerica Investment CorporationBroker
First Midamerica Investment Corporation
U.S. Bancorp Investments, INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities Corporation
Banc One Securities CorporationBroker
B. C. Ziegler and CompanyBroker
State Registrations8 states
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.