Mark
Zelenika

Leslie Global Wealth, LLC

CRD#6385107
Investment Advisor
in Itasca, IL

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About this Advisor

Mark Zelenika is a certified financial planner working out of Itasca, Illinois who has 5 years of relevant experience. Zelenika is an employee of Leslie Global Wealth, LLC. Their career trajectory has included roles at St. Norbert College, Longtin Family Companies, Guardian Capital, Lpl and Leslie Global Wealth, LLC. Zelenika maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Illinois. Leslie Global Wealth, LLC is an advisory company based out of Itasca, IL. It handles $236 million in total assets among its 817 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 817 accounts, 37% belong to high-net-worth individuals who have at least $1 million in assets. The business has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees typically depend on which services the firm provides the client. Fees charged by Leslie Global Wealth, LLC most likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

500 Park Blvd Suite 1440
Itasca, IL 60143

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Leslie Global Wealth, LLC Brokerage Details

Total Assets Under Management

$235,777,305

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

6

IL Average: 44
Total Number of Accounts

817

IL Average: 2,564
Average Account Size

$288,589

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Mark Zelenika Work History

Mark has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Leslie Global Wealth, LLC

2014 - Present (10 years)

Lpl

2014 - Present (10 years)

Leslie Global Wealth, LLC

2014 - 2014 (< 1 year)

Guardian Capital

2012 - 2014 (2 years)

Longtin Family Companies

2010 - 2014 (4 years)

St. Norbert College

*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 Zelenika 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 Leslie Global Wealth, LLC

Mark Zelenika
Itasca, IL
Kathleen Governale
Itasca, IL
Barry Leslie
Itasca, IL
Charlotte Mullen
Itasca, 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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