Mark and Mary represent Wise Financial at the 2018 Peyton Manning Children’s Hospital Gala. A few
of our clients were also able to attend as guests of Wise Financial, and Mark and Abby were even
able to take a picture with Peyton Manning, himself!
Strike Out Cancer!
Northwestern Mutual Indianapolis is a proud sponsor of the first annual Strike Out Cancer event. This was
a bowling event hosted by Wise Financial client and former Colts Super Bowl Champion, Ryan Diem and his
wife, Julie, and Mary was fortunate enough to be a part of the planning committee. It was for the benefit
of pediatric cancer research and development at Peyton Manning Children’s Hospital at St. Vincent. The
event was a huge success, and Ryan and Julie were able to raise over $77,000 for the kids!!
Mark is accepted into the Financial Planning Association (FPA). This is a prestigious organization for CERTIFIED
FINANCIAL PLANNER™ professionals, educators, financial services providers, and students who seek
advancement in a growing, dynamic profession. Congratulations Mark!
Northwestern Mutual recognizes Mark and the team as Top 10 in the Region and Top 3 FSA at this year’s
Central Regional Award Ceremony.
Wise Financial would like to extend a warm welcome to our new team member, Aaron Olson! Aaron will
be joining the Planning Team as an Associate Wealth Management Advisor.
Mark achieves a new designation and is now a CERTIFIED FINANCIAL PLANNER™ (CFP®).
Congratulations on this monumental achievement!
Client Appreciation Party
Mark and Abby graciously host their 6th Annual End of Summer Client Appreciation Party! Special thanks to
all of our vendors, we couldn’t have done it without you. Also extremely thankful to everyone who was
able to attend. We hope you had fun, and we look forward to seeing you all again next year!
Welcome Nick and Mary!
Wise Financial welcomes two more team members this month! Nick Anno joined the team as the new Executive
Assistant to Mark Wise, and Mary Ulrich will be our new Marketing and Client Services Associate.
Welcome to the Wise Financial Team!
Welcome Steve and Beth!
Wise Financial would like to welcome two new team members! Steve Morlock joined our Investment Operations
team, and Beth Osborne joined our Insurance Operations team. Welcome both of you!
Wise Financial would like to extend a warm welcome to our new Director of Operations, Kara Wright!
Welcome to the team!
Mark Paul recently joined the Wise Financial team. Welcome to the team!
Mark recently was recognized by Northwestern Mutual for being the #1 Financial Representative for the Central
Region. Congratulations Mark for a great 2015! Mark also recently achieved a new designation of an Retirement
Income Certified Professional (RICP®). Congratulations on this great achievement!
Jim recently achieved a new designation of a Chartered Financial Consultant (ChFC). Congratulations on this
Junior Achievement's 'Best and Brightest'
Mark was recognized as one of Junior Achievement's 'Indy's Best & Brightest' finalist
for 2015. Congratulations on this great recognition!
Jim Carey recently achieved a new designation of a Retirement Income Certified Professional (RICP). Congratulations
on this great achievement!
Wise Financial 'End of Summer Party'
We were so happy to have another successful ‘End of Summer’ party this year. Thank
you to all of those who were able to attend and we look forward to seeing everyone again
The Main Event
Wise Financial was a proud supporter of this year’s Big Brothers Big Sister’s ‘Main
Event’. Mark and Jim were both able to attend and meet the ‘Main Event’
speaker, Brad Stevens!
Alex Lemonade Stand Golf Tournament
Wise Financial was a proud supporter of this year’s Alex Lemonade Stand Golf Tournament. We had a great
time and thank everyone for their support of another successful event!
Thomas recently passed his FINRA series 66 to be promoted to Associate Wealth Management Advisor. Congratulations
on this great achievement!
Mark recently was recognized by Northwestern Mutual for being the #1 Financial Representative for the state
of Indiana. Congratulations Mark for a great 2014!
Mark recently achieved a new designation of an Accredited Estate Planner (AEP). Congratulations on this great
8415 Allison Pointe Blvd Suite 220 Indianapolis, IN46250
Depending on the products and/or services being recommended or considered, refer to the appropriate disclosure brochure
for important information on the Northwestern Mutual Wealth Management Company, its services, fees and conflicts of interest
before investing. To obtain a copy of one or more of these brochures, contact your representative.
Mark Edwin Wise uses Wise Financial as a marketing name for doing business as a representative of Northwestern Mutual.
Wise Financial is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern
Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability
insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Mark Edwin Wise is a Representative
of Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI (fiduciary and fee-based financial planning
services), a subsidiary of NM and limited purpose federal savings bank. All NMWMC products and services are offered only
by properly credentialed Representatives who operate from agency offices of NMWMC. Mark Edwin Wise is an Agent of Northwestern
Long Term Care Insurance Company, Milwaukee, WI, (long-term care insurance) a subsidiary of NM. Mark Edwin Wise is a
Registered Representative of
Northwestern Mutual Investment Services, LLC (NMIS) (securities), a subsidiary of NM, registered investment adviser,
broker-dealer and member FINRA (finra.org) and SIPC (sipc.org). Mark Edwin Wise is an Insurance Agent of NM.
The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network
Representatives. Network Representatives and their staff might not represent all entities shown or provide all the services
discussed on this Web site. Not all products and services are available in all states.
Mark Edwin Wise is primarily licensed in IN and may be licensed in other states.
Mark Edwin Wise CA License: 0I21813
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and
CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and
ongoing certification requirements.
The Chartered Advisor for Senior Living (CASL®) designation is conferred by The American College of Financial Services.