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Mark Louis Wiehe

Capstone Partners

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About Mark Louis Wiehe

Mark Louis Wiehe is a financial advisor with over 15 years of experience in the financial services industry. Mark has held various roles at firms such as Fidelity Brokerage Services LLC, BANC ONE SECURITIES CORPORATION, and BANC ONE CAPITAL MARKETS, INC. Mark is currently registered with Capstone Partners and Huntington Securities, Inc., and is licensed to conduct business in Ohio.

Firm Information

Mark Wiehe is currently registered with Capstone Partners. Capstone Partners is a Limited Liability Company formed on April 8, 2004. The firm is registered with the SEC and in 15 states including Arizona, California, Colorado, Florida, Idaho, Illinois, Louisiana, Massachusetts, Michigan, New York, Ohio, Oregon, Pennsylvania, Texas, and Virginia.

Not reported

Assets Under Management

Not reported

Total Clients

89

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.

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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Mark Wiehe’s Registration & Firm History

MA

08/07/2022 - Present

Capstone Partners (BOSTON MA)

KY

10/20/2004 - 01/26/2007

FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)

IL

05/09/2003 - 05/12/2004

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

IL

08/21/2000 - 09/10/2001

BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)

IL

10/12/1994 - 08/24/2000

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

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Licenses & Designations

BC

Issued 01/14/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/06/2018

Series 24 - General Securities Principal Examination

BC

Issued 12/21/1995

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/13/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Louis Wiehe.
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