MB
CFP
MB
CFP

Mark Baniewicz

4 Years of Experience
Concord, OH
BrokerSells Insurance

Mark Baniewicz is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Concord, OH, with 4 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

9946 Johnnycake Ridge Road, Concord, OH, 44077

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Mark owns rental property through Baniewicz Enterprises LLC, dedicating a few hours per week to managing it. He also works as an investment advisor for Zappitelli Wealth Advisors, spending about half his time providing brokerage, advisory, and insurance services, and as a tax manager for Zappitelli Financial Services, spending nearly full-time providing accounting services.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
November 2022 - September 2025 · 2 yrs 10 mos
Avantax Investment Services, INC.Broker
January 2022 - September 2025 · 3 yrs 8 mos
State Registrations4 states
FLGAOHVA
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.