Mark Richard Weibel
Investment adviser representative at Ameriprise Financial Services, LLC
14 yearsExperience
1 stateRegistered in
$660.5BFirm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Ameriprise Financial Services, LLCNov 2025 to now
- Osaic Wealth, Inc.Jun 2024 to Nov 2025
- Securities America AdvisorsSep 2019 to Jun 2024
- Securities America, Inc.Sep 2019 to Jun 2024
- Cco Investment Services Corp.Aug 2012 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (PA).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1854206
- Firm CRD
- 6363