MarkAckerman- Financial Advisor Oak Brook, IL

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About Mark Ackerman

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance in order to provide quality services.

Our services include:

-Portfolio Management
-Investment Management
-Financial Planning
-Life Insurance
-Estate Planning
-Alternative Investments
-Retirement Planning

See Disclosures

General Information

CRD#

4286755

Firm CRD#

6413

Insurance License#

8046201

Name of Broker/Dealer

LPL FINANCIAL LLC

States Licensed in

IL, AZ, CA, CO, CT, FL, GA, IN, MD, MA, MN, MT, NH, NY, OH, TX, UT, WI

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

2000 - 2002 Sanford Bernstein;
2002 - 2008 Bank of America Securities;
2008- 2013 Merrill Lynch;
2013 - 2024 Morgan Stanley;
2024 - Present LPL Financial

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Risk Management

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 7, Series 31, Series 66, Series 3

Insurance and Annuity Licenses

Long Term Care, Variable Life, Variable Annuity, Life, Annuity, Disability

Firm Information

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$250,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Based on Assets, Flat Fee, Commissions

Additional Details on Charges

We set our fee's based on total household assets managed by our team.

Education

Bachelor of Arts - Ecomomics

University of Minnesota
1984 -1989

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC

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Paladin Research Report For:

Mark Ackerman

Ackerman Wealth Management