Mark Christopher Wielinga

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 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

• 04/2017 → 06/2023
  Edward Jones
  St Louis, MO
• 09/2015 → 02/2017
  Assured Construction Corporation
  Blue Island, IL
• 06/2023 → Present
  Ameriprise Financial Services, Llc
  Muskegon, MI

Previous Registrations

• 2017-08-04 → 2023-06-22
  Edward Jones
  Valparaiso, IN
  St Louis, MO
  Grand Rapids, MI
  North Muskegon, MI
  Grand Haven, MI

Other Businesses

Business Ownership; Independent Pursuit LLC DBA Acacia Financial Advisors; Owner; Manage Ameriprise Business; 700 Terrace Point Rd, Suite 300, Muskegon, MI, 49440; Investment-Related; 05/19/2023; 60 hours per month; 60 during trading hours. Outside Employment; Independent Pursuit LLC DBA Acacia Financial Advisors; Owner; Manage advisory business; 700 Terrace Point Rd , Suite 300, Muskegon, MI, 49440; Investment-Related; 05/19/2023; 60 hours per month; 40 to 59 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2017-05-30

Designations

• Certified Financial Planner

Other Names

• Mark Christopher Wielinga
• Mark Wielinga
• Mark C Wielinga