# Mark Siekierski

> Mark Siekierski is a fee-only financial advisor at Blue Chip Financial Planning in Oxford, Wisconsin, who holds the CFP credential. Blue Chip Financial Planning reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Blue Chip Financial Planning
- **Based in:** Oxford, Wisconsin
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $36.0M across 169 accounts
- **Credentials:** CFP
- **CRD:** 2767992 (https://adviserinfo.sec.gov/individual/summary/2767992)
- **SEC registration:** Investment adviser representative in AZ, IL, TX, WI
- **Exams passed:** Series 65 (1996)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Blue Chip Financial Planning 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, Blue Chip Financial Planning, reports charging a percentage of assets on its SEC Form ADV.

### Where is Mark Siekierski based?

Mark Siekierski is based in Oxford, Wisconsin.

### What credentials does Mark Siekierski hold?

Mark Siekierski holds the CFP credential.

### Is Mark Siekierski registered with the SEC?

Yes. Mark Siekierski is registered as an investment adviser representative in AZ, IL, TX and WI (CRD 2767992), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Blue Chip Financial Planning manage?

Blue Chip Financial Planning reports $36.0M across 169 accounts in assets under management.

### How do I contact Mark Siekierski?

Contact details aren't on file yet. Search for Blue Chip Financial Planning.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2767992): 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.