TrueAdvisor
TrueAdvisor
ML
CFP
ML
CFP

Mark Lucaccioni

LPL Financial LLC
30 Years of Experience
Lake Bluff, IL
Broker
View SEC Summary
View SEC Summary

Mark Lucaccioni is a CFP-designated registered investment advisor at LPL Financial LLC, based in Lake Bluff, IL, with 30 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

75 E Scranton Ave Fl 2, Lake Bluff, IL, 60044-2529

Get directions

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.

Learn about disclosures →
Other Business Activities

Mark operates Prairie Rock Financial Group, LLC and Prairie Sky Financial Group as DBAs for his LPL business, dedicating full-time hours to Prairie Sky Financial Group. He also owns rental properties through 3876 Harvard, LLC and BVL Holdings, LLC, spending minimal time on these ventures.

Employment History
Current Registrations
LPL Financial LLC
October 2025 - Present · 1 yr
LPL Financial LLCBroker
September 2009 - Present · 17 yrs 1 mo
Previous Registrations
Prairie Sky Financial Group
June 2014 - November 2025 · 11 yrs 5 mos
LPL Financial LLC
September 2009 - October 2015 · 6 yrs 1 mo
CUNA Brokerage Services, INC.
June 2002 - October 2009 · 7 yrs 4 mos
CUNA Brokerage Services, INC.Broker
June 1998 - October 2009 · 11 yrs 4 mos
Securities America, INC.Broker
June 1996 - June 1998 · 2 yrs
State Registrations23 states
AZCACOCTFLILINKYMINCNENHNMNVNYOHORSCTNTXVAWAWI
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.
More Advisors
More financial advisors in Lake Bluff, IL →All financial advisors in Illinois →