The right moves for your financial future

Your financial success has brought great opportunity and, likely, complicated challenges. As UBS Wealth Advisors, we're committed to providing comprehensive wealth management to help you pursue what matters most. Let's start the conversation about how our experience and access to the global resources of UBS can help you pursue everything that's important to you, your family and your business.

Children reading in library

Mark Rethlake

Senior Vice President–Wealth Management

Financial Advisor

I began my financial services career in 1984. Over the past 30 plus years I have helped clients manage their wealth throughout good times and bad. I joined UBS in 2006 after 5 years at Piper Jaffray and a prior tenure at John G. Kinnard & Co.
 
I received a bachelor of Art’s degree from B.A., St. Thomas College, with Minors in Economics and Finance.  I am FINRA-registered and hold Series 7, 63 and 65 securities licenses as well as licenses for life, accident and health insurance and variable annuities.

Away from the office I enjoy playing golf and spending time in the outdoors. My wife and I live with our three children in Edina, MN.

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • FL
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • MA
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SD
  • TX
  • UT
  • VA
  • WA
  • WI
  • WY

Recognized as an industry leader:

  • Barron's Top 1,200 Financial Advisors, 2015
    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • B.A. Minors in Economics and Finance, St. Thomas College

Credentials

  • Wealth Advisor
681 East Lake Street
Wayzata, MN 55391
  • (952) 249-4791

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

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UBS is a world-leading wealth manager

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