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Mark Oslebo

LPL Financial LLC
44 Years of Experience
Bedminster, NJ
BrokerSells Insurance
View SEC Summary
View SEC Summary

Mark Oslebo is a CFP-designated registered investment advisor at LPL Financial LLC, based in Bedminster, NJ, with 44 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1420 Route 206 North Ste 210, Bedminster, NJ, 07921

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Mark receives non-variable insurance commission trails since 1982. This activity is not investment-related.

Employment History
Current Registrations
LPL Financial LLCBroker
March 2025 - Present · 1 yr 7 mos
LPL Financial LLC
March 2025 - Present · 1 yr 7 mos
LPL Financial LLC
March 2025 - Present · 1 yr 7 mos
Previous Registrations
Ic Advisory Services, INC.
May 2018 - March 2025 · 6 yrs 10 mos
The Investment Center, INC.Broker
May 2018 - March 2025 · 6 yrs 10 mos
Intervest International, INC.
April 2004 - May 2018 · 14 yrs 1 mo
Intervest International Equities CorporationBroker
January 1988 - May 2018 · 30 yrs 4 mos
Integrated Resources Equity CorporationBroker
December 1987 - February 1988 · 2 mos
Financial Planners Equity CorporationBroker
August 1982 - December 1987 · 5 yrs 4 mos
State Registrations26 states
AKALCACOCTFLGAMAMDMEMONCNENJNMNYOHORPARITXUTVAWAWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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