Mark Oechler, CFP®
LPL Financial Advisor
SVP, Johnson Financial Group Financial Advisors
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Trusted advisor with long-term vision.
As Senior Vice President, LPL Financial Advisor, Mark designs comprehensive financial strategies that help his clients plan for the future, produce income before and during retirement and manage their current portfolios. Tailoring his service to the needs of each client allows Mark to see each relationship as a long-term partnership. Whether working on traditional transaction-based accounts or offering fee-based advisory services, Mark's approach is casual and easy going, but also focused and committed to doing everything he can to make investing as easy as possible.
Experience
- Certified Financial Planner™
- Holds Series 7, 63 and 65 registrations through LPL Financial, as well as a Wisconsin state life and health insurance license
- 25 years of experience as a financial advisor, working with individuals and businesses. Joined Johnson Financial Group Financial Advisors in 2002.
- Studied at the University of Wisconsin-Oshkosh; Bachelor's in Finance, minor in Economics-University of Wisconsin-Parkside
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Johnson Financial Group and Johnson Financial Group Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Johnson Financial Group Financial Advisors, and may also be employees of Johnson Financial Group. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Johnson Financial Group and Johnson Financial Group Financial Advisors. Securities and insurance offered through LPL or its affiliates are:
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Ask Me About
- Maximizing your investment's while managing risk
- Planning for education expenses
- Retirement and Financial Planning