Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Thomas Vihstadt is a financial advisor with U.S. Bancorp Investments, Inc. based in Bend, OR. Mark has over 13 years of experience in the financial services industry. Mark works with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Mark offers a range of services, including financial planning, portfolio management, and investment advice. Mark is also registered with the Securities and Exchange Commission and is a member of FINRA. Prior to joining U.S. Bancorp Investments, Inc., Mark was with Securities America, Inc. and Wells Fargo Advisors, LLC.
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.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
OR
06/15/2023 - Present
U.s. Bancorp Investments, Inc. (Bend OR)
OR
03/31/2023 - 06/20/2023
SECURITIES AMERICA, INC. (BEND OR)
OR
07/17/2014 - 04/03/2023
U.S. BANCORP INVESTMENTS, INC. (BAKER CITY OR)
OR
11/06/2010 - 07/18/2014
WELLS FARGO ADVISORS, LLC (BEND OR)
MN
06/28/2000 - 12/10/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/28/2000 - 12/10/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/27/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/2010
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/13/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/05/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Vihstadt is the right advisor for you? Invested Better is here to help.
