Mark Richelsen

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 01/2013 → 05/2019
  Providence Academy
  Plymouth, MN
• 06/2018 → 08/2018
  Jds Marketing And Sales
  Hamel, MN
• 06/2019 → 08/2019
  Jds Marketing And Sales
  Hamel, MN
• 08/2019 → 05/2023
  High Point University
  High Point, NC
• 05/2020 → 01/2023
  Doordash
  Medina, MN
• 05/2021 → 08/2021
  Summerfield Wealth Advisors, Llc
  Summerfield, NC
• 09/2021 → 11/2021
  High Point University
  High Point, NC
• 11/2021 → 08/2022
  Primerica
  Sauk Rapids, MN
• 06/2022 → 11/2022
  Plus Relocation Services
  St. Louis Park, MN
• 07/2023 → 03/2025
  Fidelity Investments
  Westlake, TX
• 07/2023 → 08/2023
  Rover
  Dallas, TX
• 04/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX

Exams

• S66 Uniform Combined State Law Examination
  2025-06-18
• S63 Uniform Securities Agent State Law Examination
  2023-11-14

Other Names

• Mark Nicholas Richelsen
• Mark Nicholas Richelsen
• Mark Richelsen