Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Jaeger is an investment advisor representative with Independent Financial Partners. Mark is registered with the state of Illinois and Wisconsin. Mark is also registered with FINRA and has been in the industry since 2006. Mark's experience includes positions at PNC Investments, NatCity Investments, Inc., and Raymond James & Associates, Inc. Mark has specialized experience in providing services to high-net-worth individuals, corporations, and pension plans. Mark provides non-discretionary investment advice, financial planning, and educational seminars.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
WI
01/01/2025 - Present
Independent Financial Partners (Madison WI)
IL
11/13/2009 - 07/29/2015
PNC INVESTMENTS (CHICAGO IL)
IL
07/07/2008 - 11/13/2009
NATCITY INVESTMENTS, INC. (CHICAGO IL)
IL
07/14/2006 - 06/26/2008
RAYMOND JAMES & ASSOCIATES, INC. (ORLAND PARK IL)
BOTH
Issued 11/29/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/29/2015
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Jaeger is the right advisor for you? Invested Better is here to help.
