Mark David Albers

Employer firm

Verus Wealth Management CRD 323130

$143M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2013 → 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

• S65 Uniform Investment Adviser Law Examination
  2013-07-15

Designations

• Certified Financial Planner