Mark Sherman is a registered investment advisor, based in Noblesville, IN, with 8 years of industry experience.
Location
Noblesville, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark works as an advisory assistant and does tax preparation for Petry Wealth Management, and is an agent for Avantax Insurance Agency, LLC selling annuities. Mark also works for Daryl J Petry P.C. and Daryl J Petry Inc. providing tax planning, advisory, and compliance services, dedicating nearly full-time hours to these activities combined. Finally, Mark is a board member for Special Olympics of Indiana.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations12 states
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