Mark Heffel, based in Beloit, WI, joins Marquette Wealth Management

Marquette Wealth Management New Financial Advisor - Mark HeffelOrland Park, IL – Marquette Wealth Management, part of Cetera Investment Services, is excited to announce the appointment of Mark Heffel as a new financial advisor. Mark brings over three decades of wealth management experience, having started in the industry in 1992.
 
Prior to joining Marquette Wealth Management, Mark held investment officer and investment executive positions at a Wisconsin-based community bank and a regional investment firm. He focuses of helping individuals and business owners achieve their financial goals, along with a deep passion for personalized client service. He holds a Bachelor of Business Administration degree from the University of Wisconsin-Whitewater.

Mark will lead opening of a new office for the firm in Beloit, Wisconsin. He will have a dedicated office at Irontek, located on the Ironworks campus in downtown Beloit. Irontek is a modern-industrial space operating as a business incubator, co-working space, and tech hub designed for startups, small businesses, and professionals.

 “We are thrilled to welcome Mark Heffel to the team at Marquette Wealth Management. His knowledge of the local market, commitment to client success, and mastery of the wealth management process will benefit clients and drive our growth in the area,” said Pamela J. Hollinger, First Vice President and Director of Marquette Wealth Management. “We are confident that our clients will benefit greatly from his expertise.”
 
Mark is committed to helping clients achieve their financial goals by providing personalized strategies and insights that match their individual needs and risk tolerances. In his free time, Mark enjoys gardening, camping, water sports, traveling, and making memories with his wife and family.
 
“I am happy to join a firm that aligns with my personal commitment to exceptional service and helping people achieve their financial objectives in life,” said Mark Heffel, Financial Advisor. “I look forward to working with local individuals, families, and business owners in my community to plan for their financial futures.”

Marquette Wealth Management is based in Orland Park, Illinois, and is part of Cetera Investment Services. The firm has financial advisors and offices located within Marquette Bank banking centers throughout Chicagoland. Marquette Wealth Management currently has assets under management of $574 million held through Cetera Investment Services LLC as of 3/10/26.
 
For more information about Marquette Wealth Management, visit marquettewealth.com. Contact Mark Heffel by calling 608-218-1209 to arrange an appointment Monday through Friday from 9 a.m. to 5 p.m. at his Irontek office, located at 645 3rd Street, Beloit, WI 53511.
 
Marquette Wealth Management is a marketing name of Cetera Investment Services. Securities and insurance offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera firms are under separate ownership from any other named entity. Investments are: Not FDIC/NCUSIF insured | May lose value | Not financial institution guaranteed | Not a deposit | Not insured by any federal government agency.