Hobert Marcus Witt

Employer firm

Witt Financial Group, LLC CRD 156462

$160M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2003 → Present
  Witt Financial Group, Llc
  Crossville, TN
• 02/2016 → 11/2017
  Wealth Financial Advisory Services, Llc
  Buffalo Grove, IL

Previous Registrations

• 2016-02-25 → 2017-11-16
  Sgl Financial, Llc
  Crossville, TN
• 2008-12-12 → 2010-12-31
  Planmember Securities Corporation
  Crossville, TN
  Oviedo, FL
  Crossville, TN
• 2005-10-21 → 2008-12-12
  Capital Financial Services, Inc.
  Fallston, MD
  Crossville, TN
  Crossville, TN
• 2004-02-23 → 2005-10-20
  Jesup & Lamont Advisors
  Crossville, TN

Other Businesses

1)WITT FINANCIAL GROUP, LLC; OWNER; START 1/27/2003; INSURANCE AND INVESTMENTS; 40-50 HRS/MO; 160-200HRS/MO/TRADING.

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-09-09

Other Names

• Mark Hobert Witt