Mark Kelly Kissell
Investment adviser representative at Baytrust Wealth Management, LLC
26 yearsExperience
1 stateRegistered in
$97.7MFirm assets
Under 1 yearFirm 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
- Seminars and workshops
Experience
26 years in the industry.
- Baytrust Wealth Management, LLCJan 2026 to now
- Advisory Services Network, LLCMay 2022 to Dec 2025
- United Financial GroupJun 2000 to May 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (IN).
Baytrust Wealth Management, LLC
$97.7MAssets managed
214Clients
4Advisers
Under 1 yearIn 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
- 5536176
- Firm CRD
- 338822