Mark
Cieslak
Avantax Advisory Services
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About this Advisor
Mark Cieslak is a financial advisor based in Chicago, Illinois, working with Avantax Advisory Services. Mark has previously held positions at Triad Advisors, Inc, Avantax Investment Services, Inc, Avantax Advisory Services, Avantax Insurance Agency, LLC, and Mc Associates. Mark has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Mark is part of Avantax Advisory Services, which operates out of Chicago, Illinois. The firm has 1,580 offices and 2,478 employees. The firm manages assets totaling $41.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Avantax Advisory Services includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$41,695,726,722
2,478
131,534
$316,996
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Mark Cieslak Work History
Avantax Investment Services, Inc
Avantax Advisory Services
Avantax Insurance Agency, LLC
Mc Associates
Triad Advisors, Inc
Disclosures
Please visit the SEC profile of Mark Cieslak to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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