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Mark James Alevizos

Wealthspring Advisors, LLC

Minneapolis, MN

CRD 2310546

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Employer firm

Wealthspring Advisors, LLC CRD 147063

$46.1M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • ESTATE PLANNING SERVICE

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

Current Employers
Wealthspring Advisors, Llc

2116 Second Avenue South, Minneapolis, MN 55404 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2016-10-10
  • MN RA
    APPROVED
    Since 2016-10-10

Branch Locations

2116 Second Avenue South, Minneapolis, MN 55404 • 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
Wealthspring Advisors St. Paul MN 05/2008 Present
  • 05/2008 → Present
    Wealthspring Advisors
    St. Paul, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-10-05
S63 Uniform Securities Agent State Law Examination 1993-02-03
  • S65 Uniform Investment Adviser Law Examination
    2016-10-05
  • S63 Uniform Securities Agent State Law Examination
    1993-02-03

View on SEC IAPD

Nearby Firms

HAYS FINANCIAL GROUP, LLC
THRIVENT ASSET MANAGEMENT, LLC
THRIVENT PRIVATE INVESTMENTS

Nearby Investors

Matthew William Hogan
GREGORY ALAN KLEIN
Bryon Andrew Eggan

Nearby Offices

HAYS FINANCIAL GROUP, LLC · MINNEAPOLIS, MN
THRIVENT ASSET MANAGEMENT, LLC · MINNEAPOLIS, MN
THRIVENT PRIVATE INVESTMENTS · MINNEAPOLIS, MN

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