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MW

Mark D. Wygant

BROOKWOOD FINANCIAL SERVICES
OSCODA, MI 48750
Some features on this profile are disabled
CRD#: 7848756
MW

Professional summary

Mark Delta Wygant, who also goes by Mark Delta Wygant Jr, is a registered financial advisor currently at BROOKWOOD FINANCIAL SERVICES located in Oscoda, Michigan.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Mark has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Mark Delta Wygant Jr

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 Delta Wygant'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®
None

Experience

Current

February 29, 2024 - Present

BROOKWOOD FINANCIAL SERVICES

Office #1: 4720 F 41, Oscoda, MI 48750
RIA
CRD#: 329624
OSCODA, MI

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
Michigan
(2/29/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/7/2023
Uniform Investment Adviser Law Examination

Current Firm

BF
BROOKWOOD FINANCIAL SERVICES
BROOKWOOD FINANCIAL SERVICES | BROOKWOOD FINANCIAL SERVICES, LLC

CRD#: 329624 / SEC#:

Michigan
Registered Investment Advisory firm - (2/29/2024 Approved)
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Contact information

Main Address
4720 F 41, Oscoda, MI 48750
Mailing Address
Phone number
(989) 820-0046
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
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

BROOKWOOD FINANCIAL SERVICES

CRD#: 329624Oscoda, MI 48750

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