Mark W. Breuer
Professional summary
Mark Warren Breuer MR., who also goes by Mark Warren Breuer, is a registered financial advisor currently at ARETE FINANCIAL PLANNING, LLC located in Port Washington, Wisconsin.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Mark has worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mark Warren Breuer MR.'s CRS (Customer Relationship Summary).
Certified licenses
Experience
September 30, 2009 - Present
ARETE FINANCIAL PLANNING, LLC
May 13, 1998 - September 8, 2009
VRAKAS/BLUM FINANCIAL ADVISORS, INC.
July 1, 1997 - May 4, 1998
SII INVESTMENTS, INC.
March 2, 1992 - May 23, 1997
STRONG INVESTMENTS, INC.
September 4, 1990 - September 14, 1990
WELLS FARGO CLEARING SERVICES, LLC
July 27, 1989 - September 4, 1990
BLUNT ELLIS & LOEWI INCORPORATED
November 21, 1984 - July 29, 1989
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/30/2009)
Exams
Current Firm
ARETE FINANCIAL PLANNING, LLC
CRD#: 109717 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 70 |
| AUM (Assets Under Management) | $ 20,222,343 |
Red Flags
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