Mark Siekierski
Blue Chip Financial Planning · Oxford, Wisconsin
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.
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Facts
| Firm | Blue Chip Financial Planning |
|---|---|
| Based in | Oxford, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $36.0M across 169 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, IL, TX, WI · CRD 2767992 |
| Exams passed | Series 65 (1996) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Mark's firm compares
- Blue Chip Financial Planning's average account is about $213,000, from its Form ADV (assets managed divided by 169 accounts).
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Questions about Mark
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.
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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