Mark Laflamme
Mark Laflamme is a registered investment advisor at Osaic Wealth, INC., based in Sarasota, FL, with 32 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
Sarasota, FL
Get directionsHistory
Regulatory History (5)
Customer Dispute
November 2014Customer Dispute
April 2013Customer Dispute
June 2009Customer Dispute
January 2009Customer Dispute
April 2008Other Business Activities
Mark owns rental real estate and is co-owner of Arlington St FL LLC, a property rental business. He also owns MEL LLC, which buys, fixes, and sells airplanes and jets, and is involved with National PTSD Service Association DBA Canines for Heroes, dedicating about 10-20% of his time. Mark also receives compensation from Ameriprise Financial through MESE & Associates LLC, spending about a third of his time on this.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Cetera Advisor Networks LLCBroker
United Capital Financial Advisers
Girard Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Spectrum Capital, INC.Broker
Securities America, INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations21 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.