MarkFissel- Financial Advisor Columbus, OH

Home > Financial Advisor Directory > ohio > dublin

About Mark Fissel

Your goals and financial security are our priority. Whether you are concerned about retirement planning, transitioning your business wealth to personal wealth, or efficiently passing assets to heirs we can help. We believe you deserve a truly customized portfolio and plan that works to solve your individual issues, not a cookie cutter portfolio.

See Disclosures

General Information

Firm Start Year

CRD#

5598397

Name of Custodial Firm

TD Ameritrade, Ascensus, Vanguard, TIAA-CREF

Years of Experience in Financial Services

Work with the following types of clients

Individual Investors, Businesses, Businesses

Advisory Services Provided

Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Portfolio Management, Financial Advice & Consulting, Investment Advice & Management, Financial Planning

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, AIF^®

Firm Information

Assets Managed by Advisor

$250000

Compensation and Fees

Compensation Methods

Based on Assets, Hourly

Education

B.S. (Engineering) -

Miami University
-

B.S. (Economics) (partner) -

Miami University
-

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1886600/paladinregistry-Beacon-Hill-Investment-Advisory-detailed-disclosure.html

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For:

Mark Fissel

Beacon Hill Investment Advisory