Mark John Wassink

Employer firm

Ae Wealth Management, LLC CRD 282580

$49.8B regulatory AUM 10 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 06/2009 → 04/2022
  Miller Insurance Brokers
  Kincardine
• 04/2022 → 02/2023
  Unemployed
  Waldoboro, ME
• 03/2023 → Present
  Cornerstone Retirement Planning
  Waldoboro, ME
• 05/2026 → Present
  Ae Wealth Management, Llc
  Topeka, KS

Other Businesses

Cornerstone Retirement Planning; Yes, Investment Related; 816 Atlantic Hwy, Waldoboro, ME 04572; Insurance Sales; Financial Advisor; Start Date 03/2023; Approx. 80 hours a month; Approx. 80 hours during trading; Insurance Sales and Services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-03

Other Names

• Mark J Wassink