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Mark Mattiacci, Financial Advisor

FINANCIAL ADVISOR
Mark A Mattiacci

AAMS™, CRPC™
2140 W St Paul Ave Ste E, Waukesha, WI 53188opens in a new window
Client by Referral
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • Retirement Savings Strategies
  • Portfolio Reviews

About Mark

WORK EXPERIENCE
I began my Edward Jones career in 2000 as a financial advisor in Waukesha. Today, Edward Jones serves our community from several convenient locations.

• 2000 - Present: Financial Advisor, Edward Jones
• 1993 - 2000: Financial Advisor/Sales Manager, Principal Financial Group
• 1985 - 1993: Retirement Plan Specialist, Sentry Life Insurance Company


EDUCATION
I attended the University of Wisconsin at Madison and graduated in 1978 with a bachelor's degree in actuarial science, risk management and life insurance.

In addition, I received the AAMS™ designation in 2004.

COMMUNITY INVOLVEMENT
I have been active in business and civic affairs in Waukesha for many years. I am also a...

Work History

  • Edward JonesJanuary 2000 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Univ of Wisconsin - MadisonBachelor of Business Admin

Personal Interests

  • Golfing
  • Spending Time with Family
  • Traveling
  • Genealogy
  • Volunteering

Team Members

  • Kim Miller
    Sr. Branch Office Administrator
  • Jennifer Young
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Phone

(262) 513-8937

Fax

(888) 390-6844

Office Address

2140 W St Paul Ave Ste E
Waukesha, WI 53188opens in a new window

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