Unclaimed Profile

Mark Wolter

BEACON WEALTH ADVISORS, LLC·MCHENRY, Illinois

SIE, Series 7, Series 24, Series 31, Series 63, Series 66Clean record25 years registeredBEACON WEALTH ADVISORS, LLC

5435 BULL VALLEY ROAD, MCHENRY, IL 60050CRD# 2149438Firm CRD# 171748

Profile Verification

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

Identity

Mark Wolter · MCHENRY, IL

Registration

CRD #2149438 · BEACON WEALTH ADVISORS, LLC · 25 years registered

Brand Profile

Not yet started

Career History

HARBOUR INVESTMENTS, INC.

Dec 2023 – present

BEACON WEALTH ADVISORS, LLC

Mar 2019 – Dec 2023

MCHENRY, IL

HARBOUR INVESTMENTS, INC.

Nov 2016 – Mar 2019

McHenry, IL

LPL FINANCIAL LLC

Nov 2007 – Dec 2016

MCHENRY, IL

A. G. EDWARDS & SONS, INC.

Dec 2000 – Nov 2007

BARRINGTON, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 63

Series 66

Registration record

First registered · December 22, 2000

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BEACON WEALTH ADVISORS, LLC

CRD 171748 · SEC 801-121468

AUM

$144M

Regulatory assets under management

Employees

1,043 client accounts

Services offered by BEACON WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BEACON WEALTH ADVISORS, LLC →

Introduction

Speak with Mark

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Mark is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MCHENRY?

Browse all registered financial advisors in MCHENRY, Illinois or claim this profile if it's yours.

Browse MCHENRY Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Mark Wolter offer?

Mark Wolter specializes in Financial Planning, Investment Management. Contact their office in MCHENRY, Illinois for a consultation.

What are Mark Wolter's credentials?

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

Where is Mark Wolter located?

Mark Wolter is based in MCHENRY, Illinois, working with BEACON WEALTH ADVISORS, LLC. Their office serves clients in the MCHENRY metropolitan area and surrounding communities.

How does Mark Wolter charge for services?

Mark Wolter's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BEACON WEALTH ADVISORS, LLC?

BEACON WEALTH ADVISORS, LLC has approximately 4 employees and manages $144M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →