Mark Rosinski is a CFP-designated registered investment advisor at Dunes Financial, based in Valparaiso, IN, with 7 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, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 30 clients with $84M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dunes Financial bundles investment management into its wealth management and ongoing financial planning services. Clients pay an annual flat fee that typically ranges from $12,000 to $2,000 to $36,000 depending on the complexity of their financial situation and net worth.
- There are no separate or additional percentage-based portfolio management fees charged on top of this annual flat fee.
- Fees are paid quarterly in advance and can be directly debited from investment accounts or paid via electronic funds transfer.
Contact
Mark Rosinski
Location
Valparaiso, IN
Get directionsHistory
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 →Employment History
Current Registrations
Dunes Financial
Previous Registrations
Kotys Wealth Professionals
Edward Jones
Edward JonesBroker
State Registrations2 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.
Exams
Additional Information
I earned my Mathematics degree from Purdue University and started my career in Finance, Accounting, and Process Improvement while pursuing my CPA. While studying, I kept getting pulled toward the personal side of taxes—not because it related to my job, but because I loved helping friends and family maximize their paychecks. That led me to preparing taxes nights and weekends, where I realized my real passion: guiding people through their financial lives.
More Advisors
- Nicholas Kilburg, CFPAvantax Planning Partners, INC.
- Mark Anleitner, CFPCwm, LLC
- Wesley Barnes, CFPMariner
- Jayson Johnson, CFPPrivate Advisor Group, LLC
- Lukas Duffy, CFP
- Albert Miller, CFPRaymond James & Associates, INC.