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MS

Mark A. Sailer

KLCM ADVISORS
MILWAUKEE, WI 53202-6615
Some features on this profile are disabled
CRD#: 4540090
MS

Professional summary

Mark Anthony Sailer, who also goes by Sailer, is a registered financial advisor currently at KLCM ADVISORS, INC. located in Milwaukee, Wisconsin.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Mark has worked at 2 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Sailer

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) - RIA

Click below to view Mark Anthony Sailer's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

November 17, 2023 - Present

KLCM ADVISORS, INC.

Office #1: 330 E Kilbourn Avenue Suite 1050, Milwaukee, WI 53202-6615
RIA
CRD#: 107847
MILWAUKEE, WI
Past

June 26, 2002 - September 27, 2002

STRONG INVESTMENTS, INC.

BD
CRD#: 15658
MENOMONEE FALLS, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KA
KLCM ADVISORS, INC.
KITZINGER LAUTMANN CAPITAL MANAGEMENT INC | KLCM ADVISORS, INC.

CRD#: 107847 / SEC#: 801-43503

RIA
Registered Investment Advisory firm - (3/11/1993 Approved)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Wisconsin
(11/17/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 7/1/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 6/25/2002
General Securities Representative Examination

Current Firm

KA
KLCM ADVISORS, INC.
KITZINGER LAUTMANN CAPITAL MANAGEMENT INC | KLCM ADVISORS, INC.

CRD#: 107847 / SEC#: 801-43503

RIA
Registered Investment Advisory firm - (3/11/1993 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
330 E Kilbourn Avenue Suite 1050, Milwaukee, WI 53202-6615
Mailing Address
Phone number
(414) 765-1234
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (14 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KLCM ADVISORS INC. (3/10/2026)

Regulatory assets under management

Total Number of Accounts637
AUM (Assets Under Management)$ 1,876,936,306

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

KLCM ADVISORS, INC.

CRD#: 107847Milwaukee, WI 53202-6615

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