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Mark James Mischke is an investment advisor representative who has been in the industry since 1998. He is currently registered with Cetera Investment Advisers LLC in Eagan, MN. Mark has experience working with various clients, including individuals, families, and small businesses. He provides a range of financial services, including investment advice, financial planning, and retirement planning. Prior to Cetera Investment Advisers LLC, Mark was affiliated with VOYA FINANCIAL ADVISORS, INC. and LOCUST STREET SECURITIES, INC. Mark holds the Series 6 and Series 63 licenses.
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.
1
2
MN
06/29/2023 - Present
Cetera Investment Advisers LLC (Eagan MN)
MN
01/01/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (Eagan MN)
IA
01/16/1998 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
BC
Issued 01/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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