North Manchester, IN Office

Updated today

BayTrust Wealth Management, LLC

Supported

Firm-wide stats for BayTrust Wealth Management, LLC

Total advisors

Across 2 offices

Clients per advisor

54 Typical

Avg AUM per client

$456,774 Low

HNW client ratio

9% Low

About

BayTrust serves individuals, high net worth individuals, trusts, estates, businesses, and retirement plans, providing discretionary investment management, retirement-plan advisory, and standalone financial planning. The firm reports about $97.75 million in assets under management and also offers general educational content for prospects and clients.

The advisor operates as a fiduciary and constructs customized portfolios using ETFs, stocks, bonds, mutual funds, options, REITs, and annuities, employing both fundamental and technical analysis with a long-term focus that emphasizes downside protection. Clients receive continuous personal contact and ongoing supervisory oversight, with formal portfolio reviews generally conducted at least annually and discretionary trading implemented on behalf of accounts.

Noteworthy aspects include centralized operation by the firm’s founder and chief compliance officer shortly after the firm’s formation in late 2025, despite its team-sized classification and the reported AUM level. The firm additionally offers public educational materials and discloses that certain advisory personnel are licensed insurance professionals who may receive customary commissions on insurance products, and it directs custody and execution through a specific institutional platform.

Based on BayTrust Wealth Management, LLC

Expertise

Retirement income strategy Equity compensation tax strategy Business succession planning Cash flow / budgeting Wealth management

Based on BayTrust Wealth Management, LLC

Occupation focus

Founder/Business Owner Executive

Based on BayTrust Wealth Management, LLC

Location

North Manchester IN

Advisors at this office

Mark K

Series 63, Series 65

North Manchester, IN

BayTrust Wealth Management, LLC

Mark Kissell is a financial advisor with BayTrust Wealth Management, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include over two decades at United Financial Group and three years at Advisory Services Network, LLC. He is also the managing member and owner of United Financial Group, a service company, and works as an independent insurance agent. BayTrust Wealth Management, LLC provides discretionary investment management and retirement plan advisory services to institutional and pooled clients, along with financial planning and educational content. The firm combines fundamental and technical analysis to build portfolios focused on long-term growth and downside protection, utilizing a range of investment products and acting as a fiduciary for retirement accounts.

Retirement income strategy Equity compensation tax strategy Business succession planning Cash flow / budgeting Wealth management Founder/Business Owner Executive

View complete list of advisors at this office

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