Mark Dalman
Mark Dalman is a registered investment advisor at Cetera Investment Advisers LLC, based in Grand Rapids, MI, with 13 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
Firm Size
IM Fee
Assets Under Management
Location
2050 Celadon Dr NE, Ste D, Grand Rapids, MI, 49525
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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 insurance agent selling various fixed insurance products, including life, health, and annuities, dedicating about 10-20% of his time. He also works as a notary and owns Advanced Wealth Solutions, LLC, spending about a quarter of his time on this financial services DBA.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Cwm, LLC
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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