MK
ChFC
MK
ChFC

Mark Kaczmarek

20 Years of Experience
Winter Park, FL
BrokerSells Insurance

Mark Kaczmarek is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Winter Park, FL, with 20 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

1443 Place Vendome, Winter Park, FL, 32789

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 ActivitiesSells Insurance

Mark is a Vice President at Cottingham & Butler, leading the employee benefits practice full-time and placing group insurance coverage. He also works as an insurance agent selling life, health, disability, annuities, and long-term care products, dedicating a significant amount of time to this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
April 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
January 2006 - Present · 20 yrs 4 mos
Previous Registrations
Cetera Advisor Networks LLC
November 2015 - June 2023 · 7 yrs 7 mos
Sageview Advisory Group, LLC
May 2009 - July 2017 · 8 yrs 2 mos
Walnut Street Securities, INC.Broker
May 2005 - October 2005 · 5 mos
State Registrations4 states
CAFLIAIL
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.