Mark
Lucaccioni

Prairie Sky Financial Group

CRD#2734751
Investment Advisor
in Westchester, IL

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About this Advisor

Mark Lucaccioni is a certified financial planner operating out of Westchester, Illinois with a total of 9 years of relevant experience. Lucaccioni is currently employed by Prairie Sky Financial Group. During their career, the advisor has held roles at Lpl Financial LLC, Prairie Rock Financial Group and Prairie Sky Financial Group, LLC. Lucaccioni holds Series 63 and Series 66 licenses, certifying them as a securities agent, and is registered to operate in Arizona, California, Florida, Illinois and Wisconsin. Prairie Sky Financial Group is a firm operating out of Westchester, IL. It has offices in two locations and a total of six employees. It handles $233 million in assets between its 689 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm advises one charitable organizations. Of its 689 customer accounts, 45% are held by high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm performs a few services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial advisory fee schedules typically are based on the financial services. However, fee types charged by Prairie Sky Financial Group likely include asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

2205 Enterprise Drive Suite 515
Westchester, IL 60154

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Prairie Sky Financial Group Brokerage Details

Total Assets Under Management

$232,858,999

IL Average: $6,674,516,078
Total Number of Employees

6

IL Average: 44
Total Number of Accounts

689

IL Average: 2,564
Average Account Size

$337,967

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Mark Lucaccioni Work History

Mark has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Prairie Sky Financial Group, LLC

2009 - Present (15 years)

Lpl Financial LLC

2009 - Present (15 years)

Prairie Rock Financial Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Mark Lucaccioni 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 Prairie Sky Financial Group

Elliott Vaughn
Westchester, IL
Mark Lucaccioni
Westchester, IL
Michael Cason
Westchester, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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