Mark Glass
Mark Glass is a registered investment advisor at Osaic Wealth, INC., based in Overland Park, KS, with 17 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
10955 Lowell Ave, Suite 520, Overland Park, KS, 66210
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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 a financial advisor for Financial Services Resource Group, LLC DBA Cohen Financial Services, spending nearly full-time on this. He also works as an insurance agent, selling life, disability, annuities, and long-term care, dedicating a few hours per week to this.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Ohio National Equities, INC.Broker
Directed Services LLC
Directed Services LLCBroker
State Registrations21 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.