Mark D. Anleitner

CFP®, MBA
Partner, Wealth Advisor

Meet Mark

Mark D. Anleitner is a Partner, Wealth Advisor based in Valparaiso, Indiana with 22 years of experience in the field.

Mark D. Anleitner, CFP®, is a Partner and Wealth Advisor overseeing the management of five offices and a team of over 15 advisors at Carson Wealth. Based in Valparaiso, Indiana, Mark brings more than 22 years of experience helping individuals and families pursue long-term financial success.

Mark takes a comprehensive, 360-degree approach to wealth planning. He helps clients simplify complex financial situations and align their resources with their long-term goals. As a fiduciary, he provides clear, strategic advice to help clients build confidence in every stage of life. Mark values the long-term relationships he builds and takes pride in serving as a trusted advisor to both clients and his team.

Mark began his career in 2003 after earning a Bachelor of Science in Public Management from Indiana University. He completed his MBA from Indiana University in 2009 and earned his CERTIFIED FINANCIAL PLANNER® certification from Northwestern University in 2013.

Mark is a CFP® professional and an active member of Kiwanis of Valparaiso and the Valparaiso Chamber of Commerce.

Outside of work, Mark and his wife stay busy with their two children. Their daughter, a senior in high school, will attend Purdue University in the fall and plans to dance with the Purdue Goldusters. Their son, a freshman, is active in basketball and baseball.

The Anleitner family enjoys traveling together, supporting their children’s activities, and maintaining an active, healthy lifestyle while staying engaged in the Valparaiso community they call home.

Mark is not registered with Cetera Wealth Services LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is no way related to Cetera or its registered representatives.

Qualifications

Icon/Paid Volunteer Day Created with Sketch. Experience
  • 22 years financial industry experience
  • 7 years with Carson Wealth
Education
  • BS Management from Indiana University
  • MBA Indiana University
2. Icon / 2. Decorative / Product / Fee Trades Copy Certifications
  • CFP®
  • MBA
Professional Memberships
  • CFP Board
  • Kiwanis of Valparaiso
  • Valparaiso Chamber of Commerce

Carson Wealth

150 Lincolnway Suite 1005
Valparaiso, IN 46383
(219) 476-3696

Areas of Focus

  • Pointer Image Exit Planning
  • Pointer Image Private Client
  • Pointer Image Real Estate Planning (1031)/Opportunity Zone Planning
  • Pointer Image Trust & Estate Advisor Services