CWM
37yrs
Top advisor by experience in Fort Atkinson
23yrs
Mark Meier has worked in the financial industry for 23 years and is a financial advisor based in Fort Atkinson, Wisconsin. After six years at Advisory Services Network and 14 years at R. Meier, Mark joined Beacon Pointe Advisors in 2026, a firm offering financial planning, investment management, and private fund management. Mark holds the CFP® designation.
At a glance
Experience23 years (since 2003)
How that compares ?More experience than 72% of advisors at Beacon Pointe Advisors
Office509 McMillen Street, Fort Atkinson, WI 53538
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$1.66 million
Advisors at the firm469
States licensed ?1 state
Services through Beacon Pointe Advisors
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- Jul 2026 – nowBeacon Pointe Advisors, LLCCurrent firm
- 2020 – 2026Advisory Services NetworkPreviously
- 2006 – 2020R. Meier, Inc.Previously
- 2003 – 2006Baker Tilly Investment AdvisorsPreviously
Questions to ask Mark
Tailored to Mark’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mark
How do I contact Mark?
Call Beacon Pointe Advisors at 949-718-1600 and ask for Mark Meier. Mark works from the Fort Atkinson, WI office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2003, about 23 years. More experience than 72% of advisors at Beacon Pointe Advisors.
What licenses does Mark hold?
Series 63. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Mark paid?
Beacon Pointe Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Osaic Wealth
36yrs
Top 7% by experience nationwide
CWM
25yrs
Top 23% by experience in Fort Atkinson
Edward Jones
19yrs
Top 24% by experience at Edward Jones
CWM
18yrs
More experience than 56% of advisors at CWM
CWM
11yrs
11 years in the industry