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Mark James Siekierski

Blue Chip Financial Planning, LLC

Oxford, WI

CRD 2767992

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Employer firm

Blue Chip Financial Planning, LLC CRD 112837

$36.0M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Blue Chip Financial Planning, Llc

Oxford, WI • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-05-12
TX RA APPROVED 2022-02-15
WI RA APPROVED 2002-06-10
IL RA APPROVED 1998-11-30
  • AZ RA
    APPROVED
    Since 2025-05-12
  • TX RA
    APPROVED
    Since 2022-02-15
  • WI RA
    APPROVED
    Since 2002-06-10
  • IL RA
    APPROVED
    Since 1998-11-30

Branch Locations

Oxford, WI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Self Employed Oxford WI 09/1992 Present
Blue Chip Financial Planning Oxford WI 07/1996 Present
  • 09/1992 → Present
    Self Employed
    Oxford, WI
  • 07/1996 → Present
    Blue Chip Financial Planning
    Oxford, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-06-24
  • S65 Uniform Investment Adviser Law Examination
    1996-06-24
Designations
  • Certified Financial Planner

View on SEC IAPD

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