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RIA / WealthAdvisorCertified Financial Planner13 years in industry

MARK DAVID ALBERS

Advisor at VERUS WEALTH MANAGEMENT

DE PERE, WI

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Search this name across graphsid dfx:ria:3c99e7be-c996-86ab-26a2-b1cec1e5219c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 15, 2013 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: VERUS WEALTH MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65
First exam: Jul 15, 2013
First registration: Jul 15, 2013
Dual registered: no
IAPD individual key: 6226751

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
VERUS WEALTH MANAGEMENT	Independent wealth	Oct 7, 2022	n/a	yes	DE PERE, WI	Current employment
MARINER INDEPENDENT	Independent wealth	Mar 1, 2022	Nov 15, 2022	no	De Pere, WI	Previous registration
ADVICEPERIOD, LLC	Former SEC adviser	Sep 24, 2020	Mar 30, 2022	no	De Pere, WI\|LOS ANGELES, CA\|DE PERE, WI	Previous registration
WIPFLI FINANCIAL ADVISORS, LLC	Former SEC adviser	Jul 15, 2013	Oct 5, 2020	no	MILWAUKEE, WI\|APPLETON, WI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MARINER INDEPENDENT	VERUS WEALTH MANAGEMENT	Nov 15, 2022	Oct 7, 2022	-39	Firm change after gap	RIA to RIA
ADVICEPERIOD, LLC	MARINER INDEPENDENT	Mar 30, 2022	Mar 1, 2022	-29	Bulk transfer	RIA to RIA
WIPFLI FINANCIAL ADVISORS, LLC	ADVICEPERIOD, LLC	Oct 5, 2020	Sep 24, 2020	-11	Firm change	RIA to RIA

Relationships

Registered with (4)

→ VERUS WEALTH MANAGEMENTRegistered adviserregistration: current employment
Oct 7, 2022 to presentfactForm ADV
→ MARINER INDEPENDENTRegistered adviserregistration: previous registration
Mar 1, 2022 to Nov 15, 2022factForm ADV
→ ADVICEPERIOD, LLCRegistered adviserregistration: previous registration
Sep 24, 2020 to Mar 30, 2022factForm ADV
→ WIPFLI FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 15, 2013 to Oct 5, 2020factForm ADV

Dated events

Occurred
Nov 15, 2022
Advisor changed firm
Mark David Albers left Mariner Independent for Verus Wealth Management (registered 2022-10-07)
Form ADVobserved 6 days ago