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Inactive

Mark David Albers

Verus Wealth Management

De Pere, WI

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Current Employers
Verus Wealth Management

2071D Lawrence Drive, De Pere, WI 54115 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-11-10
WI RA APPROVED 2022-10-07
  • CA RA
    APPROVED
    Since 2022-11-10
  • WI RA
    APPROVED
    Since 2022-10-07

Branch Locations

2071D Lawrence Drive, De Pere, WI 54115 • 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
Hewins Financial Advisors, Llc Green Bay WI 06/2013 06/2017
Hewins Financial Advisors, Llc Appleton WI 06/2017 05/2018
Wipfli Financial Advisors, Llc Appleton WI 06/2018 09/2020
Adviceperiod De Pere WI 09/2020 03/2022
Mariner Platform Solutions De Pere WI 03/2022 11/2022
Verus Wealth Management, Llc De Pere WI 08/2022 Present
  • 06/2013 → 06/2017
    Hewins Financial Advisors, Llc
    Green Bay, WI
  • 06/2017 → 05/2018
    Hewins Financial Advisors, Llc
    Appleton, WI
  • 06/2018 → 09/2020
    Wipfli Financial Advisors, Llc
    Appleton, WI
  • 09/2020 → 03/2022
    Adviceperiod
    De Pere, WI
  • 03/2022 → 11/2022
    Mariner Platform Solutions
    De Pere, WI
  • 08/2022 → Present
    Verus Wealth Management, Llc
    De Pere, WI
Previous Registrations
  • 2022-03-01 → 2022-11-15
    Mariner Independent
    De Pere, WI
  • 2020-09-24 → 2022-03-30
    Adviceperiod, Llc
    De Pere, WI
    Los Angeles, CA
    De Pere, WI
  • 2013-07-15 → 2020-10-05
    Wipfli Financial Advisors, Llc
    Milwaukee, WI
    Appleton, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-07-15
  • S65 Uniform Investment Adviser Law Examination
    2013-07-15
Designations

View on SEC IAPD

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