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Mark Edward Wiseman

Brown Edwards Wealth Strategies

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About Mark Edward Wiseman

Mark Edward Wiseman is an Investment Advisor Representative at Brown Edwards Wealth Strategies. Mark has been in the industry since November 1989 and is registered with the state of Virginia. Mark holds the Series 65 license and specializes in working with individuals, charitable organizations, and pension plans.

Firm Information

Mark Wiseman is currently registered with Brown Edwards Wealth Strategies. Brown Edwards Wealth Strategies is a registered investment advisor based in Lynchburg, VA. The firm manages approximately $272.2 million in assets for clients including high-net-worth individuals, corporations, and charitable organizations. They offer a variety of advisory services, including portfolio management, financial planning, pension consulting, and selection of other advisors.
Brown Edwards Wealth Strategies

828 MAIN STREET

LYNCHBURG, VA 24504

$272.17M

Assets Under Management

Not reported

Total Clients

7

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

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

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Mark Wiseman’s Registration & Firm History

VA

01/18/2017 - Present

Brown Edwards Wealth Strategies (LYNCHBURG VA)

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Licenses & Designations

IA

Issued 03/23/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Edward Wiseman.
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