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Mark Turner Riefer

Wise Wealth, LLC

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About Mark Turner Riefer

Mark Turner Riefer is an investment advisor representative at Wise Wealth, LLC. He is also a Managing Member/CCO at Level Paths LLC. Mark has been in the industry since 1990 and has experience in a variety of investment related fields. Mark is a licensed agent and has provided services to insurance companies, investment companies, charitable organizations, high-net-worth individuals, and other investment advisors. Mark provides financial planning, selection of other advisors, and portfolio management for individuals.

Firm Information

Mark Riefer is currently registered with Wise Wealth, LLC. Wise Wealth, LLC is a registered investment advisor located in LEE'S SUMMIT, MO. They manage approximately $326,194,407 in assets for 3,419 clients. They offer financial planning, portfolio management for individuals, and selection of other advisors. They serve high-net-worth individuals, individuals other than high-net-worth, and other investment advisors.
Wise Wealth, LLC

11 SE 2ND ST.

LEE'S SUMMIT, MO 64063

$326.19M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mark Riefer’s Registration & Firm History

MO

01/26/2024 - Present

Wise Wealth, LLC (LEE'S SUMMIT MO)

MO

01/01/2008 - 02/10/2009

WACHOVIA SECURITIES, LLC (ROLLA MO)

MO

02/23/1999 - 01/03/2008

A. G. EDWARDS & SONS, INC. (ROLLA MO)

NY

08/22/1990 - 02/18/1999

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 02/03/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/24/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/22/2004

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 06/16/2004

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 08/20/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Turner Riefer.
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