Mark D. Albers

VERUS WEALTH MANAGEMENT

De Pere, WI 54115

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CRD#: 6226751

Professional summary

Mark David Albers, CFP® is a registered financial advisor currently at VERUS WEALTH MANAGEMENT located in De Pere, Wisconsin.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Mark has worked at 4 firms and has passed the Series 65 exam.

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.

1) Mark Albers is registered as an investment adviser representative of Mariner Platform Solutions and provides advisory services to clients through Mariner Platform Solutions. This activity accounts for up to 30 hours per week during normal trading hours. Advisory services provided to clients through Mariner Platform Solutions are separate from any services provided to clients of VWM and will not create a conflict of interest. 2) Verus Wealth Management, investment-related, Founder, Managing Member and CCO.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark David Albers'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®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

October 7, 2022 - Present

VERUS WEALTH MANAGEMENT

Office #1: 2071d Lawrence Drive, De Pere, WI 54115

RIA

CRD#: 323130

De Pere, WI

Past

March 1, 2022 - November 15, 2022

MARINER INDEPENDENT

RIA

CRD#: 305418

De Pere, WI

Past

September 24, 2020 - March 30, 2022

ADVICEPERIOD, LLC

RIA

CRD#: 169828

DE PERE, WI

Past

July 15, 2013 - October 5, 2020

WIPFLI FINANCIAL ADVISORS, LLC

RIA

CRD#: 109983

APPLETON, 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".

VERUS WEALTH MANAGEMENT

VERUS WEALTH MANAGEMENT | VERUS WEALTH MANAGEMENT, LLC

CRD#: 323130 / SEC#: 801-132079

RIA

Registered Investment Advisory firm - (3/3/2025 Approved)

California

Registered Investment Advisory firm - (4/17/2025 Terminated)

Wisconsin

Registered Investment Advisory firm - (3/18/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

California
(11/10/2022)

IAR

Wisconsin
(10/7/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/15/2013

Uniform Investment Adviser Law Examination

Current Firm

VERUS WEALTH MANAGEMENT

VERUS WEALTH MANAGEMENT | VERUS WEALTH MANAGEMENT, LLC

CRD#: 323130 / SEC#: 801-132079

RIA

Registered Investment Advisory firm - (3/3/2025 Approved)

California

Registered Investment Advisory firm - (4/17/2025 Terminated)

Wisconsin

Registered Investment Advisory firm - (3/18/2025 Terminated)

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Contact information

Main Address

2071d Lawrence Drive, De Pere, WI 54115

Mailing Address

Phone number

(920) 328-0793

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/18/2025)

Regulatory assets under management

Total Number of Accounts	182
AUM (Assets Under Management)	$ 117,570,150

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.

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Mark D. Albers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark David Albers's CRS (Customer Relationship Summary).

Certified licenses

Experience

VERUS WEALTH MANAGEMENT

MARINER INDEPENDENT

ADVICEPERIOD, LLC

WIPFLI FINANCIAL ADVISORS, LLC

Primary Firm SEC Registration

VERUS WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 7/15/2013

Current Firm

VERUS WEALTH MANAGEMENT

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VERUS WEALTH MANAGEMENT

TRUST BUT VERIFY

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