Mark Madia
Mark Madia is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Naperville, IL, with 33 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
1770 Park Street, Suite 204, Naperville, IL, 60563
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark is an investment advisor at Wealth Strategies Counselors, Inc. and a registered representative with Osaic Wealth, Inc., dedicating full-time and about half his time, respectively. Mark is also an independent insurance agent selling life insurance and annuities, and a tax preparer and bookkeeper, dedicating minimal time and full-time, respectively.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Wealth Strategies Counselors, INC
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Mony Securities CORP.Broker
Keogler, Morgan & Company, INC.Broker
State Registrations12 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.