Mark T. Wise

Mark has over 7 years of experience in personal finance and insurance planning. He works as an independent planner through Platinum Wealth Management Group, Inc., a financial and insurance planning firm that spans across Michigan. Mark is also an instructor at Oakland University in Rochester, Michigan, where he teaches various courses in the post-graduate CFP0 certification program. Mark is licensed as an insurance counselor and insurance agent offering life and health insurance. He holds securities registrations Series 63, 65, and 7. Mark is a Registered Representative and Investment Advisor Representative. Professional and a Chartered Retirement Planning CounselorTM Mark is also a CERTIFIED FINANCIAL PLANNERTM. Mark graduated from Western Michigan University with a Bachelor of Science degree in Mathematics. He also completed his CERTIFIED FINANCIAL PLANNERTM certificate coursework at Oakland University and obtained his Chartered Retirement Planning CounselorTM designation from he College of Financial Planning in Colorado.

Links


Org chart

Sign up to view 0 direct reports

Get started