Unclaimed
Mark Richard Rufenacht is a financial advisor with Ameriprise Financial Services, LLC and has been in the industry since 1994. Mark is registered with the state of Wisconsin. Mark has experience in providing financial planning and asset allocation services. Ameriprise Financial Services, LLC provides financial advice to individuals, corporations, trusts, pension and profit-sharing plans, charitable organizations, and insurance companies.
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.
Asset allocation services
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
WI
10/05/2009 - Present
Ameriprise Financial Services, LLC (Madison WI)
WI
04/22/1994 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (MIDDLETON WI)
IA
Issued 06/28/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/23/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 04/21/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Rufenacht is the right advisor for you? Invested Better is here to help.