AdvisorOS Directory
Claim Profile
Unclaimed Profile
MW

Mark Wolter

BEACON WEALTH ADVISORS, LLC·MCHENRY, Illinois
Clean recordBEACON 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Mark Wolter is a registered financial advisor based in MCHENRY, Illinois, affiliated with BEACON WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
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 →

03

Firm Overview

Firm
BEACON WEALTH ADVISORS, LLC
BEACON WEALTH ADVISORS, LLC
AUM
$144M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at BEACON WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2149438
Firm CRD# 171748
View on FINRA BrokerCheck →

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 AdvisorsAre you this advisor? Claim profile
05

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 →

Other Advisors at BEACON WEALTH ADVISORS, LLC

Joshua M Pratt
MCHENRY, IL
Chris Charles Morgan
MCHENRY, IL
Rachel Lynn Hook
MCHENRY, IL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)DOWNERS GROVE (83)ROCKFORD (70)WHEATON (68)SPRINGFIELD (68)OAKBROOK TERRACE (66)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
Request removal of this profile