Unclaimed Profile

Mark Robert Wetzel

FIDUCIENT ADVISORS LLC·CHICAGO, Illinois

Series 7, Series 63, Series 65Clean record33 years registeredFIDUCIENT ADVISORS LLC

500 W MADISON STREET, CHICAGO, IL 60661-4593CRD# 2082624Firm CRD# 106720

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark Robert Wetzel · CHICAGO, IL

Registration

CRD #2082624 · FIDUCIENT ADVISORS LLC · 33 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FIDUCIENT ADVISORS LLC

FIDUCIENT ADVISORS LLC

Jan 2021 – Jun 2024

WINDSOR, CT

FIDUCIARY INVESTMENT ADVISORS, LLC

Jun 2006 – Dec 2020

WINDSOR, CT

UBS FINANCIAL SERVICES INC.

Jan 1993 – May 2006

HARTFORD, CT

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · January 25, 1993

Years registered · 33

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIDUCIENT ADVISORS LLC

CRD 106720 · SEC 801-48820

AUM

$55.9B

Regulatory assets under management

Employees

218

1,094 client accounts

Services offered by FIDUCIENT ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FIDUCIENT ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Mark Robert Wetzel offer?

Mark Robert Wetzel specializes in Financial Planning, Investment Management, Wealth Management.

What are Mark Robert Wetzel's credentials?

Mark Robert Wetzel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Robert Wetzel located?

Mark Robert Wetzel is based in CHICAGO, Illinois, last registered with FIDUCIENT ADVISORS LLC.

How does Mark Robert Wetzel charge for services?

Mark Robert Wetzel's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIDUCIENT ADVISORS LLC?

FIDUCIENT ADVISORS LLC has approximately 218 employees and manages $55.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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