Mark Ziety is a CFP-designated registered investment advisor at Wismed Financial, INC., based in Fitchburg, WI, with 18 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 38 clients with $60M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Members of the WI Medical Society and their family members may receive a discount.
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Contact
Mark Ziety
Location
2920 Marketplace Dr., Suite 103, Fitchburg, WI, 53719
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Wismed Financial, INC.
Previous Registrations
Ellenbecker Investment Group
Shakespeare Wealth Management, INC.
Paladin Partners
Next Financial Group, INC.
MML Investors Services, INC.
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.
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