Mark Wiskus
Mark Wiskus is a registered investment advisor at Eagle Strategies LLC, based in Grimes, IA, with 26 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Location
213 SE Main Street, Grimes, IA, 50111
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2019Customer Dispute
March 2012Other Business ActivitiesSells Insurance
Mark is involved in several outside business activities, including insurance brokering through outside carriers and GA Rohrer & Associates, and owning Wiskus Group as a sole proprietorship for insurance brokering. He also owns farm ground, rental properties, and is involved in various non-profit organizations and boards.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations24 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.