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MI

Mark E. Idzik

HILDEBRAND WEALTH MANAGEMENT
INDIANAPOLIS, IN 46204
CRD#: 6785467
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MI
Mark Elliott IdzikHILDEBRAND WEALTH MANAGEMENT

Professional summary

Mark Elliott Idzik is a registered financial advisor currently at HILDEBRAND WEALTH MANAGEMENT located in Indianapolis, Indiana.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Mark has worked at 2 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Elliott Idzik'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

June 2, 2026 - Present

HILDEBRAND WEALTH MANAGEMENT

Office #1: 1060 North Capitol Ave Suite 3-101, Indianapolis, IN 46204
RIA
CRD#: 341851
INDIANAPOLIS, IN
Past

April 26, 2017 - May 19, 2026

HOLISTIC FINANCIAL PARTNERS, LLC

RIA
CRD#: 170913
INDIANAPOLIS, IN

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
Indiana
(6/2/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/26/2017
Uniform Investment Adviser Law Examination

Current Firm

HW
HILDEBRAND WEALTH MANAGEMENT
HILDEBRAND WEALTH MANAGEMENT

CRD#: 341851 / SEC#: 801-136194

RIA
Registered Investment Advisory firm - (5/1/2026 120-Day Approval)
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Contact information

Main Address
Indianapolis, IN
Mailing Address
Phone number
(317) 610-6650
Established
Firm type
Fiscal year end
# of Employees
1

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WRAP PROGRAM BROCHURE (4/3/2026)
FORM ADV PART 2 (4/3/2026)
0

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

HILDEBRAND WEALTH MANAGEMENT

CRD#: 341851Indianapolis, IN 46204

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