MS
MS

Mark Stack

5 Years of Experience
Schaumburg, IL
Broker

Mark Stack is a registered investment advisor, based in Schaumburg, IL, with 5 years of industry experience.

Location

1450 American Lane, 6th Floor, Suite 650, Schaumburg, IL, 60173-2096

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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 Activities

Mark is a referring advisor for Lumsden & McCormick Financial Services, LLC, spending minimal time in this role. He also works full-time as a tax manager for Lumsden & McCormick LLP, providing tax consulting and compliance services.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
August 2021 - September 2025 · 4 yrs 1 mo
Avantax Investment Services, INC.Broker
November 2020 - September 2025 · 4 yrs 10 mos
1st Global Capital CORP.Broker
January 2019 - January 2019 · 0 mos
State Registrations1 state
NY
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.