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Mark Alan Ziety

Wismed Financial, Inc.

Fitchburg, WI

Ixonia, WI

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Current Employers
Wismed Financial, Inc.

2920 Marketplace Dr. Suite 103, Fitchburg, WI 53719 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2020-10-02
  • WI RA
    APPROVED
    Since 2020-10-02

Branch Locations

2920 Marketplace Dr. Suite 103, Fitchburg, WI 53719 • United States

Ixonia, 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
Shakespeare Wealth Management, Inc. Brookfield WI 11/2009 02/2019
Ellenbecker Investment Group, Inc. Pewaukee WI 05/2019 08/2020
Wismed Financial, Inc. Madison WI 09/2020 Present
  • 11/2009 → 02/2019
    Shakespeare Wealth Management, Inc.
    Brookfield, WI
  • 05/2019 → 08/2020
    Ellenbecker Investment Group, Inc.
    Pewaukee, WI
  • 09/2020 → Present
    Wismed Financial, Inc.
    Madison, WI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-02-26
  • S66 Uniform Combined State Law Examination
    2005-02-26
Designations

View on SEC IAPD

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ELIZABETH JEAN WITZEL
JOSHUA CLINTON EVENSON
GREG RICHARD HALAT
JON CHARLES YLINEN

Other Offices

HARBOUR INVESTMENTS, INC. · FITCHBURG, WI
OSAIC WEALTH, INC. · FITCHBURG, WI
BROOKSTONE CAPITAL MANAGEMENT LLC · Fitchburg, WI
CETERA INVESTMENT ADVISERS LLC · MADISON, WI
STATE FARM INVESTMENT MANAGEMENT CORP. · Fitchburg, WI
EDWARD JONES · Fitchburg, WI
U.S. BANCORP ADVISORS, LLC · Madison, WI
EDWARD JONES · FITCHBURG, WI

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