Mark Kanyanta (CRD# 5887140) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Green Bay, WI and has over 5 years of experience in the finance industry.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 4997609
Advisors Management Group Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Green Bay, WI | Sep 2020 - Current | 3 |
| Unemployed | New Franken, WI | Nov 2019 - Sep 2020 | < 1 |
| Onward Financial | Fond Du Lac, WI | Jun 2019 - Nov 2019 | < 1 |
| Securities America, Inc. | Fond Du Lac, WI | Aug 2019 - Oct 2019 | < 1 |
| Securities America Advisors, Inc. | Fond Du Lac, WI | Aug 2019 - Oct 2019 | < 1 |
| Kerberrose Wealth Management, LLC | Shawano, WI | Jan 2019 - Apr 2019 | < 1 |
| Apw Capital, Inc. | Rockaway, NJ | Jan 2019 - Apr 2019 | < 1 |
| Bmo Harris Financial Advisors | Appleton, WI | Oct 2016 - Dec 2018 | 2 |
| Krause Financial Services | De Pere, WI | Nov 2013 - Sep 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2018 |
- WI
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
-
Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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