Mark Wierichs has been an investment adviser representative at Denali Wealth Management since January 2019, and is not listed among the firm’s executive officers or direct owners. Mark Wierichs holds a Degree in Economics from the University of Wisconsin-Madison.
Denali Wealth Management, Inc. is a Mequon, WI firm with $226M under management, 243 clients and 4 advisers in one office, as of its March 2026 filing.
Mark Wierichs is Investment Advisor Representative of Denali Wealth Management. He joined the firm in 2019. He primarily worked as an analyst since graduating, with recent focus in sales and pricing, and since joining Denali he has been involved with both the wealth management and 401(k) business.
- – present · 7 yearsMequon, WI · Adviser representative · Firm CRD 153323
Investment adviser representative registrations
Mark Wierichs is registered as an investment adviser representative in Wisconsin, since January 2019.
- WisconsinSince 30 January 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 July 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Mark Allyn Wierichs
- CRD
- 7067826
- Firm
- Denali Wealth Management · CRD 153323
- Office
- 1325 W TOWNE SQUARE ROAD, Mequon, WI 53092-5047
- Registration
- Investment adviser registration
- In the industry since
- January 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- denaliwm.com
Where does Mark Wierichs work?
Mark Wierichs is an investment adviser representative registered through Denali Wealth Management, Inc. since January 2019, and is not listed among the firm’s executive officers or direct owners.
Is Mark Wierichs a financial advisor?
Yes. Mark Wierichs has a current investment-adviser registration in Wisconsin, through Denali Wealth Management since January 2019.
How many years of experience does Mark Wierichs have?
Mark Wierichs has 7 years in the financial industry, since January 2019, across 1 adviser firm.
What exams has Mark Wierichs passed?
Mark Wierichs passed the Series 65 in July 2018.
Where is Mark Wierichs based?
Mark Wierichs’ registered office is in Mequon, WI.
Is Mark Wierichs registered with FINRA?
No. Mark Wierichs has no current broker registration.
How can I verify Mark Wierichs’ record?
Search CRD 7067826 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mark Wierichs’ full registration record.
