MS
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Marc Stasik

14 Years of Experience
Flint, MI
BrokerSells Insurance

Marc Stasik is a registered investment advisor at Cetera Investment Advisers LLC, based in Flint, MI, with 14 years of industry experience. Marc 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
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Location

2501 S Dye Road, Suite D, Flint, MI, 48532

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Marc is an insurance agent selling fixed insurance products for Rummel Benefits Group Co. and other companies, dedicating about a quarter of his time to these activities; he sells life, health, disability, annuities, long-term care, and Medicare. Marc is also Vice President/Secretary of FRS Financial Group, Inc. DBA Rummel Wealth Management, and a co-owner of Grasel Graphics Inc, spending minimal time on the latter.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2024 - Present · 2 yrs 3 mos
Cetera Advisors LLC
January 2019 - Present · 7 yrs 4 mos
Cetera Advisors LLCBroker
January 2019 - Present · 7 yrs 4 mos
Previous Registrations
Cetera Advisors LLC
January 2019 - March 2024 · 5 yrs 2 mos
Spc
April 2013 - January 2019 · 5 yrs 9 mos
Sigma Financial CorporationBroker
April 2013 - January 2019 · 5 yrs 9 mos
AXA Advisors, LLC
August 2012 - April 2013 · 8 mos
AXA Advisors, LLCBroker
March 2012 - April 2013 · 1 yr 1 mo
State Registrations17 states
ARAZCACOFLGAILINKYLAMIMNNCOHSCTXWA
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.
Marc Stasik - Financial Advisor | TrueAdvisor