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Mark Matthew Killingsworth

Advisor at Raymond James Financial — Beaver Dam, WI

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

40 years

Location

Beaver Dam, WI 53916

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,485

Across 2,974 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Mark Killingsworth is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He worked at Wells Fargo Advisors LLC for 12 years before joining Raymond James in 2020. Killingsworth is a board member and finance committee member of the YMCA of Dodge County, where he participates in endowment fund oversight. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofits. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through its affiliation with a municipal advisor.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Beaver Dam, WI

215 Corporate Drive, Suite B

Beaver Dam WI 53916

Advisors at this office

3

Most active in

Wisconsin

Work history

40 years of industry experience

Raymond James Financial Services Advisors, Inc.

2020 - Present • 6 years

Beaver Dam, WI

Raymond James Financial Services, Inc.

2020 - Present • 6 years

Beaver Dam, WI

WELLS FARGO ADVISORS LLC

2008 - 2020 • 12 years

Beaver Dam, WI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Andrew G

Series 66

Columbus, WI

Gile Agnew, LLC

Andrew Gile is a financial advisor at Gile Agnew, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at LPL Financial, Bankers Bank, Edward Jones, and served in the U.S. Army before entering the financial sector. Outside of advising, he has an internship with Malik Law Group. Gile Agnew provides discretionary portfolio management and financial planning for individuals, trusts, retirement accounts, investment entities, and charitable organizations. The firm employs a proprietary, rules-based value investing framework with a focus on risk management, including tactical hedging and tax-aware trading, and offers in-house legal services through an affiliated solo law practice.

Active portfolio management Tax-loss harvesting Options & derivatives strategies Private / alternative investments
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Trevor A

Series 66

Columbus, WI

Gile Agnew, LLC

Trevor Agnew is a financial advisor at Gile Agnew, LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including Woodbury Financial Services and OSAIC. Outside of his advisory role, he is a partner and tax preparer at Preferred Tax Advisors LLC and owns a golf simulator business called The Swing Lab LLC. Gile Agnew, LLC provides discretionary portfolio management and financial planning services to individuals, trusts, retirement accounts, investment entities, and charitable organizations. The firm employs a proprietary, rules-based value investing approach focused on individual equities and bonds, incorporating risk management techniques such as tactical hedging and tax-aware trading.

Active portfolio management Tax-loss harvesting Options & derivatives strategies Private / alternative investments
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Denise J

Series 63, Series 65

Columbus, WI

Harbour Investments, Inc.

Denise Jaehnke is a financial advisor at Harbour Investments, Inc. with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Harbour Investments since 2018. Prior to that, she was with Global Financial Private Capital, LLC and GF Investment Services, LLC, and she has operated Extended Personal Service, Ltd., an insurance agency providing estate planning and related services since 1978. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, and retirement plans. The firm uses a combination of fundamental and technical analysis to create customized strategies and offers model-based solutions through a subscription platform.

Annuities Options & derivatives strategies
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Terry T

Series 63

Beaver Dam, WI

Packerland Brokerage Services, Inc.

Terry Timper is a financial advisor at Packerland Brokerage Services, Inc. with 39 years of industry experience. He holds the Series 63 designation and has been with Packerland since 2003. In addition to his advisory role, Timper is involved in insurance sales, including life, health, disability, long-term care, and annuities. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory solutions through multiple platforms and maintains a dual registration as an SEC-registered investment adviser and FINRA broker-dealer.

Retirement income strategy Options & derivatives strategies Wealth management
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Jamie H

Series 63

Beaver Dam, WI

Commonwealth Financial Network

Jamie Henning is a financial advisor with Commonwealth Financial Network who holds a Series 63 designation and has 33 years of industry experience. He has worked at Commonwealth Financial Network since 2004 and currently owns Henning Wealth Management, LLC, operating as Silver Leaf Investment Advisors. Henning has also held roles in retail banking, including Senior Vice President and Retail Banking Officer at American Bank. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including investment management and retirement plan consulting, with advisors having discretion to construct client portfolios from various securities and insurance products.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Justin H

Series 63, Series 65

Beaver Dam, WI

Empower Advisory Group

Justin Hoffman is a financial advisor with Empower Advisory Group in Beaver Dam, Wisconsin, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Empower Retirement since 2017 and spent one year with the Hoffman Family office prior to that. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services through Empower’s recordkeeping and administrative platforms. Their approach emphasizes long-term portfolio returns and client savings rates, delivering both point-in-time financial plans and managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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