Ronny
Mark
Chicago Investment Advisory Council, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Ronny Mark is a financial advisor working in Saint Charles, Illinois with a total of 7 years of relevant experience. Mark currently works for Chicago Investment Advisory Council, Inc. During their career, Mark has held roles at Uhlmann Price Securitites, Price Group and Perpetual Wealth Capital Management, LLC. Mark has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Illinois and Michigan. Chicago Investment Advisory Council, Inc is a financial advisory firm headquartered in Saint Charles, IL. The company has offices in three locations and a total of 16 people on staff. It has $140 million in total assets among its 1,034 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 1,034 accounts, just 3% are associated with high-net-worth investors who have more than $1 million in assets. Chicago Investment Advisory Council, Inc has a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees for financial advice vary depending on which service is provided. Fee types charged by Chicago Investment Advisory Council, Inc can include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Chicago Investment Advisory Council, Inc Brokerage Details
$140,000,000
16
1,034
$135,397
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Ronny Mark Work History
Ronny has been registered as a financial advisor for 7 years.*
Uhlmann Price Securitites
Perpetual Wealth Capital Management, LLC
Price 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 Ronny Mark 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 Chicago Investment Advisory Council, Inc
Saint Charles, IL
Saint Charles, IL
Saint Charles, IL
Saint Charles, 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
