Mark Flatow is a CFA-designated registered investment advisor at Revise Capital LLC, based in Green Bay, WI, with 18 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3 clients with $8.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Location
Green Bay, WI
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2012Other Business Activities
Mark works as a portfolio manager at Associated Bank, a bank trust company, since February 2025. This role involves portfolio management and administration, taking nearly full-time during trading hours and about a quarter of his time outside trading hours, accounting for 100% of his yearly compensation.
Employment History
Current Registrations
Revise Capital LLC
Previous Registrations
Drake & Associates, LLC
Inscription Family Office, LLC
Inscription Capital, LLC
Purshe Kaplan Sterling InvestmentsBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Morgan Stanley
Morgan StanleyBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.