Mark Friese (CRD# 2331825) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Libertyville, IL and has over 30 years of experience in the finance industry.
CRD# 4047815
Prudential Financial Planning Services
CRD# 4617312
Ahlbeck Financial
CRD# 6159176
The Ayco Company, LP
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ffa Sports Management | Libertyville, IL | Jan 2024 - Current | < 1 |
| Isi Investment Services | Peoria, IL | May 2023 - Current | 1 |
| Ameritas Advisory Services, LLC | Lincoln, NE | Nov 2021 - Current | 2 |
| Canvas Financial | Libertyville, IL | Aug 2018 - Current | 5 |
| Ameritas Life Insurance Corp | Lincoln, NE | May 2015 - Current | 9 |
| Friese Financial Advocates, Inc. | Libertyville, IL | Sep 2011 - Current | 12 |
| Ameritas Investment Corp | Lincoln, NE | Feb 2000 - Current | 24 |
| Richard E Friese Financial Consulting Services, Inc. | Libertyville, IL | Sep 1993 - Dec 2021 | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1993 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- IL
- TX
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Total Assets Under Management10,289MILLIONS
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Total Number of Accounts39,033ACCOUNTS
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Average Account Value$263,605
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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