MC
CFP · PFS
MC
CFP · PFS

Mark Cieslak

18 Years of Experience
Palatine, IL
BrokerSells Insurance

Mark Cieslak is a CFP, PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Palatine, IL, with 18 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

Palatine, IL

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 owns MC Associates, providing retirement and estate planning and investment coaching, taking nearly full-time. He is also an insurance agent with Avantax Insurance Agency/Services, selling insurance products and annuities, dedicating minimal time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
September 2022 - September 2025 · 3 yrs
Avantax Investment Services, INC.Broker
September 2022 - September 2025 · 3 yrs
Triad Advisors, LLC
April 2014 - October 2022 · 8 yrs 6 mos
Triad Advisors LLCBroker
February 2008 - October 2022 · 14 yrs 8 mos
State Registrations12 states
AZCAFLILKSMEOHPASCTNUTWA
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.