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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Thomas Rochford is an investment advisor representative associated with Baker Tilly Wealth Management, LLC. Mark Rochford has been working in the financial services industry since 1992. Mark Rochford's current registration is active with the state of Indiana and Michigan, and his firm has a broad range of client types, including high-net-worth individuals, corporations, and pension plans. Mark Rochford provides investment consulting, financial planning, and portfolio management services.
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.
Investment consulting
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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IN
04/24/2023 - Present
Baker Tilly Wealth Management, LLC (INDIANAPOLIS IN)
MI
07/21/2014 - 09/02/2014
SECURITIES SERVICE NETWORK, INC. (BLOOMFIELD HILLs MI)
MI
02/17/2004 - 03/11/2014
PFM FUND DISTRIBUTORS, INC. (ANN ARBOR MI)
CT
12/10/2003 - 02/27/2004
AMBAC SECURITIES, INC (GREENWICH CT)
NJ
10/01/2001 - 02/27/2003
FUTURESHARE FINANCIAL LLC (JERSEY CITY NJ)
CA
10/20/2000 - 06/11/2001
METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)
MN
01/07/2000 - 06/08/2000
BISYS BROKERAGE SERVICES, INC. (ST. CLOUD MN)
CA
07/31/1999 - 01/10/2000
SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)
MN
08/19/1996 - 10/29/1999
BISYS BROKERAGE SERVICES, INC. (ST. CLOUD MN)
OH
01/29/1993 - 08/01/1996
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
MO
02/12/1992 - 11/30/1992
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 04/26/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/1996
Series 24 - General Securities Principal Examination
BC
Issued 02/11/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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