# Mark Shank

> Mark Shank is a fee-only financial advisor at Lsia in Milwaukee, Wisconsin, who holds the CFA credential. Lsia reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/mark-shank/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Lsia
- **Based in:** Milwaukee, Wisconsin
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $932.1M across 432 accounts
- **Credentials:** CFA
- **CRD:** 1088345 (https://adviserinfo.sec.gov/individual/summary/1088345)
- **SEC registration:** Investment adviser representative in TX, WI
- **Exams passed:** Series 63 (2002)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** http://mylsiainstitutional.com

## Frequently asked questions

### Is Mark Shank a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Lsia reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Mark charge for financial advice?

Mark's firm, Lsia, reports charging a percentage of assets on its SEC Form ADV.

### Where is Mark Shank based?

Mark Shank is based in Milwaukee, Wisconsin.

### What credentials does Mark Shank hold?

Mark Shank holds the CFA credential.

### Is Mark Shank registered with the SEC?

Yes. Mark Shank is registered as an investment adviser representative in TX and WI (CRD 1088345), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Lsia manage?

Lsia reports $932.1M across 432 accounts in assets under management.

### How do I contact Mark Shank?

Through Mark's website, mylsiainstitutional.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1088345): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.