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Mark Van Etten

Edward Jones

Sun Prairie, WI

Portage, WI

CRD 6500226

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2018-01-30
  • WI RA
    APPROVED
    Since 2018-01-30

Branch Locations

Sun Prairie, WI • United States

2910 New Pinery Ste D, Portage, WI 53901 • 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
Edward Jones St. Louis MO 05/2017 Present
The Center For Health Enhancement System Studies Madison WI 05/2016 05/2017
School At Uw-Madison Madison WI 09/2013 05/2017
  • 05/2017 → Present
    St. Louis, MO
  • 05/2016 → 05/2017
    The Center For Health Enhancement System Studies
    Madison, WI
  • 09/2013 → 05/2017
    School At Uw-Madison
    Madison, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-15
  • S66 Uniform Combined State Law Examination
    2017-07-15
Designations
  • Certified Financial Planner

View on SEC IAPD

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