Advisor at BayTrust Wealth Management, LLC
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
BayTrust Wealth Management, LLC
Location
North Manchester,, IN
Credentials
Series 63, Series 65
Industry experience
15 years
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.
Based on BayTrust Wealth Management, LLC
Based on BayTrust Wealth Management, LLC
Financial planning fixed fees ranging from $1,000 to $25,000 depending on complexity and scope
$0+: Up to 2.00% annually for Advisory Services $0+: Up to 1.50% annually for Retirement Plan Advisory Services
Financial planning hourly rate of $250 per hour
Fee-only: Advisory fees charged quarterly in advance; financial planning fees fixed ($1,000 to $25,000) or hourly ($250/hour)
North Manchester,, IN
Indiana
BayTrust Wealth Management
2026 - Present (1 year)
Advisory Services Network, LLC
2022 - 2025 (3 years)
United Financial Group
2000 - 2022 (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
North Manchester, IN
Whitestone Capital Management LLC
Series 63, Series 65
Roann, IN
Brookwood Investment Group
CFP®, ChFC®, Series 63, Series 66
Huntington, IN
Edward Jones
Series 63, Series 65
North Manchester, IN
LPL Financial
Series 66
Huntington, IN
Edward Jones
CFP®, Series 63, Series 66
North Manchester, IN
Edward Jones
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