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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark David Woleslagel is a financial advisor with Cetera Investment Advisers LLC. Mark has been in the financial industry since 1982, and has experience working with various firms including VOYA FINANCIAL ADVISORS, INC., LOCUST STREET SECURITIES, INC., and CARILLON INVESTMENTS, INC. Mark holds the Series 6, Series 22, Series 63 and SIE securities licenses, and is registered with the state of Kansas and Texas. Mark specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Mark is a Chartered Financial Consultant.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
KS
06/29/2023 - Present
Cetera Investment Advisers LLC (HUTCHINSON KS)
KS
01/01/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (HUTCHINSON KS)
IA
05/18/1982 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
OH
06/19/1986 - 04/22/1997
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
CT
07/27/1987 - 12/31/1989
NWNL MANAGEMENT CORPORATION (WINDSOR CT)
BC
Issued 5/25/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/5/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 5/14/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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