Mark Frank Pauwels
Investment adviser representative at Bay Pointe Financial
12 yearsExperience
2 statesRegistered in
$115.9MFirm 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
- Pension consulting
Experience
12 years in the industry.
- Bay Pointe FinancialMay 2026 to now
- Bay Pointe Wealth, LLC dba Bay Pointe FinancialFeb 2026 to now
- Sigma Financial CorporationDec 2016 to May 2026
- Various Insurance Carriers for W & R Insurance AgenciesApr 2014 to Dec 2016
- Waddell & Reed IncFeb 2014 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Bay Pointe Financial
Legal name: Bay Pointe Wealth, LLC
$115.9MAssets managed
122Clients
3Advisers
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
- 5797186
- Firm CRD
- 340986