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Mark Allen Dixon

Conrad Siegel Investment Advisors

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About Mark Allen Dixon

Mark Dixon is a financial advisor who has been in the industry for over 20 years. He specializes in providing financial planning and investment management services to individuals, families, businesses, and retirement plans. Mark is a CERTIFIED FINANCIAL PLANNER™ professional and has extensive experience working with a variety of clients. He is currently registered with Conrad Siegel Investment Advisors. Prior to this, he was registered with GENEOS WEALTH MANAGEMENT, INC. and VALLEY FORGE ASSET MANAGEMENT CORP.

Firm Information

Mark Dixon is currently registered with Conrad Siegel Investment Advisors. Conrad Siegel Investment Advisors, based in Harrisburg, Pennsylvania, is an investment advisory firm with over 20 investment adviser representatives. They offer a variety of services including financial planning, portfolio management for businesses and individuals, and 401(k) participant consulting and educational services. The firm manages over $9 billion in assets for clients including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
Conrad Siegel Investment Advisors

501 CORPORATE CIRCLE

HARRISBURG, PA 17110

$9.04B

Assets Under Management

Not reported

Total Clients

21

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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401(k) participant consulting and educational services

401(k) participant consulting and educational services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mark Dixon’s Registration & Firm History

PA

07/11/2017 - Present

Conrad Siegel Investment Advisors (LANCASTER PA)

PA

01/10/2006 - 04/11/2008

GENEOS WEALTH MANAGEMENT, INC. (LANCASTER PA)

PA

03/16/2005 - 12/09/2005

VALLEY FORGE ASSET MANAGEMENT CORP. (KING OF PRUSSIA PA)

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Licenses & Designations

IA

Issued 07/11/2017

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 06/21/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/15/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Allen Dixon.
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