Mark B Altstaetter
Investment adviser representative at Esi Financial Advisors
27 yearsExperience
1 stateRegistered in
$2.8BFirm assets
34 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 feeCommissions
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
27 years in the industry.
- Equity Services, Inc.Sep 2014 to now
- The Lima NewsJun 2005 to now
- Dome Financial ServicesDec 2002 to now
- Webb Insurance AgencyNov 1999 to now
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
Esi Financial Advisors
Legal name: Equity Services, Inc.
$2.8BAssets managed
12,379Clients
504Advisers
34 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
- 4142447
- Firm CRD
- 265