Mark Flatow
Advisor at Revise Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Revise Capital LLC
Location
Green Bay, WI
Credentials
CFA®, Series 66
Industry experience
18 years
About
Mark Flatow is a CFA® charterholder and holds a Series 66 license with 18 years of industry experience. He is the sole advisor at Revise Capital LLC in Green Bay, WI, and has previously worked at firms including Drake & Associates, Inscription Family Office, Purshe Kaplan Sterling Investments, and UBS Financial Services. In addition to his advisory role, he serves as a portfolio manager at Associated Bank’s trust company. Revise Capital LLC provides discretionary portfolio management primarily to high-net-worth individuals and manages a pooled investment vehicle. The firm employs a blend of quantitative, fundamental, and technical analysis with both long- and short-term trading strategies, focusing on customized and concentrated portfolios.
Expertise
Based on Revise Capital LLC
Options & derivatives strategies
Real estate investing
Passive / index investing
Fee options
2.00% annually
Location
Green Bay, WI
Most active in
Mark F has reported serving >5 clients in these states in the last 12 months.
Wisconsin
Work history
Drake & Associates, LLC
2022 - 2023 (1 year)
Revise Capital LLC
2022 - Present (4 years)
Inscription Family Office, LLC
2019 - 2022 (3 years)
Inscription Capital, LLC
2018 - 2022 (4 years)
Purshe Kaplan Sterling Investments, Inc
2018 - 2021 (3 years)
UBS Financial Services
2015 - 2018 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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