Mark Shank
Lsia · Milwaukee, Wisconsin
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.
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Facts
| Firm | Lsia |
|---|---|
| Based in | Milwaukee, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $932.1M across 432 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TX, WI · CRD 1088345 |
| Exams passed | Series 63 (2002) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | mylsiainstitutional.com |
How Mark's firm compares
- Lsia's average account is about $2.2 million, from its Form ADV (assets managed divided by 432 accounts).
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Questions about Mark
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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