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Mark Carl Wyand

Investment adviser representative at Layline Advisors
5 yearsExperience
1 stateRegistered in
CFADesignation
$131.3MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

5 years in the industry.

  1. Layline AdvisorsDec 2016 to now
  2. Ameriprise Financial Services IncJul 2011 to Nov 2016

Designations

  • CFA

Exams passed

  • Series 66 · Uniform Combined State Law2011

State registrations

Registered as an investment adviser representative in 1 state (TX).

Layline Advisors

Legal name: Layline Advisors, LLC

$131.3MAssets managed
121Clients
2Advisers
7 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
5402543
Firm CRD
285136
Advisor's SEC record (opens in a new tab)
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