LPL Financial
41yrs
Top advisor by experience in Oaks
15yrs
Mark Mizzer
Financial advisor at SEI Investments Management
Mark Mizzer has worked in the financial industry for 15 years and is a fiduciary financial advisor based in Oaks, Pennsylvania. Mark has been with SEI Investments Management since 2019. Mark holds the CFP® designation.
One of 105 advisors with offices in Oaks, and one of 101 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 63% of advisors in Oaks
OfficeOne Freedom Valley Drive, Oaks, PA 19456
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$471,672
Advisors at the firm127
States licensed ?1 state
Services through SEI Investments Management
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
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.
Career
- 2019 – nowSEI Investments Management CorpCurrent firm
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 SEI Investments Management at 610-676-1000 and ask for Mark Mizzer. Mark works from the Oaks, PA office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2011, about 15 years. More experience than 63% of advisors in Oaks.
What licenses does Mark hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
SEI Investments Management reports being paid by a percentage of the assets they manage, 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.
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