Mark Ziety
WisMed Financial, Inc. · Fitchburg, Wisconsin
Mark Ziety is a fee-only financial advisor at WisMed Financial, Inc. in Fitchburg, Wisconsin, who holds the AIF, BS and CFP credentials. WisMed Financial, Inc. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | WisMed Financial, Inc. |
|---|---|
| Based in | Fitchburg, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $82.5M across 269 accounts |
| Credentials | AIF · BS · CFP |
| SEC registration | Investment adviser representative in WI · CRD 4902024 |
| Exams passed | Series 66 (2005) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | wismedfinancial.org |
| Profile |
How Mark's firm compares
- WisMed Financial, Inc.'s average account is about $307,000, from its Form ADV (assets managed divided by 269 accounts).
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Questions about Mark
Is Mark Ziety a fee-only financial advisor?
Yes. Mark Ziety is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Mark's firm.
How does Mark charge for financial advice?
Mark's firm, WisMed Financial, Inc., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mark Ziety based?
Mark Ziety is based in Fitchburg, Wisconsin.
What credentials does Mark Ziety hold?
Mark Ziety holds the AIF, BS and CFP credentials.
Is Mark Ziety registered with the SEC?
Yes. Mark Ziety is registered as an investment adviser representative in WI (CRD 4902024), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does WisMed Financial, Inc. manage?
WisMed Financial, Inc. reports $82.5M across 269 accounts in assets under management.
How do I contact Mark Ziety?
Through Mark's website, wismedfinancial.org.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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