Mark Matthew Killingsworth

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2008 → 01/2020
  Wells Fargo Advisors Llc
  Beaver Dam, WI
• 01/2020 → Present
  Raymond James Financial Services, Inc.
  Beaver Dam, WI
• 01/2020 → Present
  Raymond James Financial Services Advisors, Inc.
  Beaver Dam, WI

Previous Registrations

• 2008-01-01 → 2020-01-15
  Wells Fargo Clearing Services, Llc
  Beaver Dam, WI

Other Businesses

(1)Name of Business: Killingsworth & Vessey Financial Partners Address: 215 Corporate Dr Ste B, Beaver Dam, WI, 53916, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/06/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Manager/financial advisor (2)Name of Business: YMCA of Dodge County Address: 220 Corporate Dr., Beaver Dam, WI, 53916, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member, Committee Member Investment Related: Yes Start Date: 01/01/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: On board of directors and various committees associated with the board of directors. Also serve on the endowment committee that monitors endowment funds. I have a vote on the committee but have no direct involvement in the investments which are provided through a local bank.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-10-29
• S63 Uniform Securities Agent State Law Examination
  1986-04-11

Designations

• Certified Financial Planner

Other Names

• Mark M Killingsworth