Mark
Essenfeld
Soltis Investment Advisors, LLC
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About this Advisor
Mark Essenfeld is a financial advisor based in Oswego, Illinois, working with Soltis Investment Advisors, LLC. Mark has previously worked at Msi Financial Services, Inc, Mml Investors Services, LLC, Tcg Advisors Lp, Lpl Financial LLC, Tcg Advisors, LLC A Hub International Company, Hub International, and Soltis Investment Advisors LLC. Mark has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Illinois. Currently, Mark is part of Soltis Investment Advisors, LLC, which operates out of Oswego, Illinois. The firm has 9 offices and 95 employees. Soltis Investment Advisors, LLC manages assets totaling $8.4 billion and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Soltis Investment Advisors, LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Soltis Investment Advisors, LLC Brokerage Details
$8,352,553,865
95
4,499
$1,856,536
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Mark Essenfeld Work History
Soltis Investment Advisors LLC
Hub International
Tcg Advisors, LLC A Hub International Company
Tcg Advisors Lp
Mml Investors Services, LLC
Msi Financial Services, Inc
Lpl Financial LLC
Disclosures
Please visit the SEC profile of Mark Essenfeld to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Soltis Investment Advisors, LLC
Saint George, UT
Saint George, UT
Saint George, UT
Gilbert, AZ
Saint George, UT
Saint George, UT
Saint George, UT
Saint George, UT
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