Mark Morash
Mark Morash is a registered investment advisor at Osaic Wealth, INC., based in Westwood, KS, with 34 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Westwood, KS
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Regulatory History (1)
Customer Dispute
December 2014Other Business ActivitiesSells Insurance
Mark sells fixed insurance through an independent license with Zahorik Financial Services, a business he has been involved with since 1991. He dedicates minimal time to this investment-related activity.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.Broker
Signator Investors, INC.
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Bankers & Investors CO.
Bankers & Investors CO.Broker
Harbor Financial Services, LLC
Harbor Financial Services, LLCBroker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Robert Thomas Securities, INCBroker
Principal Financial Securities,inc.Broker
Prudential Securities IncorporatedBroker
General Securities CORPBroker
State Registrations10 states
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.