Mark Laflamme
Mark Laflamme is a registered investment advisor at Osaic Wealth, INC., based in Sarasota, FL, with 33 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 Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 575,512 clients with $230B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers several investment management programs where fees are charged as an annual percentage of your portfolio, typically billed monthly or quarterly. Because individual financial professionals negotiate their own fee schedules and programs vary by platform, exact rates depend on the specific account type and manager selected.
- Advisor Managed Portfolios and Unified Managed Account Programs — Fees vary based on negotiations with your financial professional and the specific asset allocation models or third-party managers chosen.
- Plan Participant Retirement Program — Annual management fees charge up to 3.00% of your account assets, structured as a fixed percentage or a tiered fee schedule.
- Program Annuities — Annual advisory fees for managing outside annuities will not exceed 1.50% of program assets for new accounts.
Account minimums vary widely by program, ranging from $5,500 to $10,000 for certain automated or platform accounts, while other programs depend on the specific investment product or third-party manager.
Location
Sarasota, FL
Get directionsHistory
Regulatory History (6)
Customer Dispute
March 2026Customer 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 Registrations22 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.
Exams
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