Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Knepfel is a financial professional with over 30 years of experience in the industry. Mark currently holds a Series 6, 7, and 63 license and has been a registered representative with Packerland Brokerage Services, Inc. since March 2019. Prior to joining Packerland Brokerage Services, Inc., Mark was a representative of Cambridge Investment Research, Inc., Financial Telesis Inc, and Princor Financial Services Corporation, among other firms. Mark provides a range of financial services including financial planning, investment advice, and portfolio management for individuals and businesses. Mark is also qualified to provide pension consulting.
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.
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.
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WI
03/21/2019 - Present
Packerland Brokerage Services, Inc. (FOND DU LAC WI)
WI
08/13/2014 - 03/28/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (SHEBOYGAN WI)
WI
01/25/2013 - 08/14/2014
FINANCIAL TELESIS INC (SHEBOYGAN WI)
WI
10/16/2009 - 02/04/2013
PRINCOR FINANCIAL SERVICES CORPORATION (SHEBOYGAN WI)
WI
10/01/2009 - 10/27/2009
LPL FINANCIAL CORPORATION (SHEBOYGAN WI)
WI
11/03/2003 - 10/02/2009
PRINCOR FINANCIAL SERVICES CORPORATION (SHEBOYGAN WI)
IA
09/26/2002 - 10/13/2003
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MN
06/05/2000 - 09/13/2002
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
ND
08/22/1997 - 05/30/2000
CAPITAL FINANCIAL SERVICES, INC. (MINOT ND)
WI
09/29/1994 - 08/22/1997
SII INVESTMENTS, INC. (APPLETON WI)
WI
04/19/1993 - 10/05/1994
H. C. DENISON CO. (SHEBOYGAN WI)
CT
07/28/1992 - 03/10/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
WI
09/29/1989 - 12/31/1991
COORDINATED CAPITAL SECURITIES, INC. (FORT ATKINSON WI)
WI
02/10/1989 - 10/28/1989
SECURA INVESTMENTS, INC. (APPLETON WI)
WI
07/20/1988 - 02/14/1989
COORDINATED CAPITAL SECURITIES OF WI INC. (FORT ATKINSON WI)
WI
03/07/1985 - 08/10/1988
SECURA INVESTMENTS, INC. (APPLETON WI)
NA
11/21/1986 - 05/27/1987
FIRST BROKERAGE SERVICES, INC.
NA
10/24/1983 - 03/27/1985
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY
BC
Issued 10/13/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 10/14/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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