Mark Lazart
Mark Lazart is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Crown Point, IN, with 47 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
10550 Broadway, Crown Point, IN, 46307
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2005Other Business Activities
Mark is the owner of Valennti & Lazart LLC, involved in office leasing, and also owns a condo which he rents out. Both activities require minimal time and are not investment-related.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations34 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.