MM

Mark M. Michel

DIESSLIN GROUP
Fort Worth, TX 76102-7411
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CRD#: 7471882
MM

Professional summary


Mark Michael Michel is a registered financial advisor currently at DIESSLIN GROUP, INC. located in Fort Worth, Texas.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Mark has worked at 1 firm and has passed the Series 65 and SIE exams.

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.

CRS (Client Relationship Summary) - RIA


Click below to view Mark Michael Michel'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

July 13, 2022 - Present

DIESSLIN GROUP, INC.

Office #1: 425 Houston Street Suite 500, Fort Worth, TX 76102-7411
RIA
CRD#: 110557
Fort Worth, TX

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".
DG
DIESSLIN GROUP, INC.
DIESSLIN & ASSOCIATES INC | DIESSLIN GROUP, INC.

CRD#: 110557 / SEC#: 801-31827

RIA
Registered Investment Advisory firm - (4/28/1988 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
Texas
(7/13/2022)

Exams


State Security Law Exam
General Industry/Product Exam

Current Firm


DG
DIESSLIN GROUP, INC.
DIESSLIN & ASSOCIATES INC | DIESSLIN GROUP, INC.

CRD#: 110557 / SEC#: 801-31827

RIA
Registered Investment Advisory firm - (4/28/1988 Approved)
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Contact information


Main Address
425 Houston Street Suite 500, Fort Worth, TX 76102-7411
Mailing Address
Phone number
(817) 332-6122
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (4 States and Territories)


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Regulatory assets under management


Total Number of Accounts1,117
AUM (Assets Under Management)$ 696,317,975

Red Flags


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

Company Information


DIESSLIN GROUP, INC.

CRD#: 110557Fort Worth, TX 76102-7411

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