MF
Mark A. Fedenia
ATLATL ADVISERS
Madison, WI 53713
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CRD#: 4655515
MF
Professional summary
Mark Alexander Fedenia is a registered financial advisor currently at ATLATL ADVISERS located in Madison, Wisconsin.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Mark has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
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.
1986-PRESENT: UNIVERSITY OF WISCONSIN - MADISON/NOT INVESTMENT RELATED/MADISON, WI/ASSOCIATE PROFESSOR/INSTRUCT GRAD BUSINESS STUDENTS/INVOLVES 50% OR MORE TIME EACH MONTH, INCLUDING DURING TRADING HOURS.//
CRS (Client Relationship Summary) - RIA
Click below to view Mark Alexander Fedenia's 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®
NoneExperience
Current
June 28, 2016 - Present
ATLATL ADVISERS
Office #1: 2921 Landmark Place Ste 501, Madison, WI 53713RIA
CRD#: 284036
Madison, WI
Past
March 30, 2006 - March 18, 2013
NAKOMA CAPITAL MANAGEMENT, LLC
RIA
CRD#: 108014
MADISON, 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".
AA
ATLATL ADVISERS
ATLATL ADVISERS | FEDENIA ASSOCIATES, LLC | FEDENIA ADVISERS LLC | ATLATL ADVISERS LLC
CRD#: 284036 / SEC#: 801-129418
RIA
Registered Investment Advisory firm - (2/9/2024 Approved)California
Registered Investment Advisory firm - (4/7/2024 Terminated)Iowa
Registered Investment Advisory firm - (3/8/2024 Terminated)Wisconsin
Registered Investment Advisory firm - (3/8/2024 Terminated)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(6/28/2016)
Exams
Current Firm
AA
ATLATL ADVISERS
ATLATL ADVISERS | FEDENIA ASSOCIATES, LLC | FEDENIA ADVISERS LLC | ATLATL ADVISERS LLC
CRD#: 284036 / SEC#: 801-129418
RIA
Registered Investment Advisory firm - (2/9/2024 Approved)California
Registered Investment Advisory firm - (4/7/2024 Terminated)Iowa
Registered Investment Advisory firm - (3/8/2024 Terminated)Wisconsin
Registered Investment Advisory firm - (3/8/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2921 Landmark Place Ste 501, Madison, WI 53713
Mailing Address
Phone number
(608) 351-4500
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 234 |
| AUM (Assets Under Management) | $ 229,891,703 |
Red Flags
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