Mark Steven Wildeman

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 03/2006 → 07/2021
  Fox River Christian Church
  Waukesha, WI
• 08/2015 → 07/2021
  Waddell & Reed, Inc
  Waukesha, WI
• 08/2015 → 07/2021
  Various Insurance Carriers For W&R Insurance Agencies
  Mukwonago, WI
• 01/2016 → 07/2021
  Ymca Mukwonago
  Mukwonago, WI
• 03/2016 → 07/2021
  Cincinnati Life
  Mukwonago, WI
• 11/2019 → 07/2021
  Fox River Christian Church
  Waukesha, WI
• 01/2020 → 07/2021
  Hilltop 74 Llc
  Waukesha, WI
• 07/2021 → Present
  Lpl Financial Llc
  Waukesha, WI

Previous Registrations

• 2015-08-14 → 2021-07-21
  Waddell & Reed
  Waukesha, WI
  Hamden, CT
  Waukesha, WI
• 2009-02-11 → 2015-08-14
  Fintegra, Llc
  Oak Creek, WI
  Brookfield, WI
  Oak Creek, WI
  Minneapolis, MN
• 2008-01-08 → 2009-02-03
  Northland Securities, Inc.
  Milwaukee, WI
• 2007-09-12 → 2007-12-31
  First Midamerica Investment Corporation
  Milwaukee, WI
• 2005-07-06 → 2005-11-10
  Chase Investment Services Corp.
  New Berlin, WI
• 2002-09-25 → 2005-07-06
  Banc One Securities Corporation
  New Berlin, WI

Other Businesses

1. 03/23/2022 - Fortis Financial - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 03/01/2022 - 190 Hours Per Month/8 Hours During Securities 2. 08/29/2022 - Fortis Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 09/01/2022 - 200 Hours Per Month/8 Hours During Securities Trading. 3. 01/13/2023 - Hilltop - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 10/01/2020 - 1 Hours Per Month/1 Hours During Securities Trading 4. 10/07/2025 - MLW Home LLC - Real Estate Rental - Mukwonago, WI - Inv Rel - Start Date 09/01/2025 - 2 Hour Per Month/ 0 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  1998-12-22