TrueAdvisor
TrueAdvisor
MW
CFP
MW
CFP

Mark Wielinga

Ameriprise Financial Services, LLC
9 Years of Experience
Grand Haven, MI
Broker
View SEC Summary
View SEC Summary

Mark Wielinga is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Grand Haven, MI, with 9 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12908 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Grand Haven, MI

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Mark manages his Ameriprise business and owns Independent Pursuit LLC, both investment-related. These activities each take about a quarter of his time, with work occurring during trading hours.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
June 2023 - Present · 3 yrs 4 mos
Ameriprise Financial Services, LLC
June 2023 - Present · 3 yrs 4 mos
Ameriprise Financial Services, LLCBroker
June 2023 - Present · 3 yrs 4 mos
Previous Registrations
Edward Jones
August 2017 - June 2023 · 5 yrs 10 mos
Edward JonesBroker
May 2017 - June 2023 · 6 yrs 1 mo
State Registrations13 states
CACOFLGAILINKYMDMINCTNTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Grand Haven, MI →All financial advisors in Michigan →