Mark Lehrkamp has been in the financial services industry for more than 24 years and joined Merrill Lynch Wealth Management in 2016. He has dedicated himself to thoroughly understanding the priorities of individuals and families, providing them with personalized attention and disciplined, customized wealth management strategies.
Mark brings with him over 24 years of developing customized strategies for clients. After working in a trust department managing investment portfolios, he understands the importance of getting to know his clients and building the right portfolio to align with the clients goals. In his prior role he managed complex fiduciary, agency, individual retirement accounts, institutional, as well as alternative investment strategies.
Mark holds a Bachelors of Science degree in General Business from Concordia University, Wisconsin, the Series 7 and 66 FINRA registrations.
*Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.