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MV

Mark M. Venden

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CRD#: 2002938
MV

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Mark Martin Venden was a registered financial professional .

Mark is a previously registered financial professional and started their career in finance in 1989. Mark had worked at 7 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 30, 2011 - May 2, 2012

WISCO INVESTMENT MANAGEMENT LLC

RIA
CRD#: 156476
MADISON, WI
Past

September 21, 2007 - March 27, 2009

PRINCIPAL SECURITIES, INC.

RIA
CRD#: 1137
VERONA, WI
Past

September 21, 2007 - March 27, 2009

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
VERONA, WI
Past

May 31, 2006 - May 29, 2007

HARBOUR INVESTMENTS, INC.

BD
CRD#: 19258
VERONA, WI
Past

June 8, 2005 - April 12, 2006

VALIC FINANCIAL ADVISORS, INC.

RIA
CRD#: 42803
CHICAGO, IL
Past

June 2, 2005 - April 12, 2006

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
HOUSTON, TX
Past

November 27, 2002 - December 12, 2002

CUNA BROKERAGE SERVICES, INC.

BD
CRD#: 13941
WAVERLY, IA
Past

January 25, 1994 - October 4, 1996

CUNA BROKERAGE SERVICES, INC.

BD
CRD#: 13941
WAVERLY, IA
Past

September 4, 1990 - December 18, 1990

ACS SECURITIES CORP.

BD
CRD#: 16606
MADISON, WI
Past

November 3, 1989 - August 10, 1990

BLINDER, ROBINSON & CO., INC.

BD
CRD#: 5096

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 6/6/2005
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


WI
WISCO INVESTMENT MANAGEMENT LLC
WISCO INVESTMENT MANAGEMENT LLC

CRD#: 156476 / SEC#:

Texas
Registered Investment Advisory firm - (10/18/2023 Conditional Restricted)
Wisconsin
Registered Investment Advisory firm - (3/30/2011 Approved)
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Contact information


Main Address
402 Gammon Place, Suite 380, Madison, WI 53719
Mailing Address
Phone number
(608) 442-5507
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts443
AUM (Assets Under Management)$ 73,730,796

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


WISCO INVESTMENT MANAGEMENT LLC

CRD#: 156476

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