Markus
Weaver
Osaic Wealth, Inc
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About this Advisor
Markus Weaver is a financial advisor based in Broadview Heights, Ohio, working with Osaic Wealth, Inc. Markus has previously held positions at Royal Alliance Associates, Inc, Jeannette M. Weaver And Associates, LLC, Progressive Insurance, Fifth Third Bank, Cbiz, Inc, Brecksville-Broadview Heights City School District, and Signature Equity Partners, LLC. Markus has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Markus is part of Osaic Wealth, Inc, which operates out of Broadview Heights, Ohio. The firm has 1,670 offices and 6,838 employees. The firm manages assets totaling $94.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. 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, and educational seminars. The fee structure at Osaic Wealth, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Wealth, Inc Brokerage Details
$94,557,613,744
6,838
437,201
$216,280
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
Markus Weaver Work History
Signature Equity Partners, LLC
Royal Alliance Associates, Inc
Royal Alliance Associates, Inc
Jeannette M. Weaver And Associates, LLC
Brecksville-Broadview Heights City School District
Progressive Insurance
Fifth Third Bank
Cbiz, Inc
Disclosures
Please visit the SEC profile of Markus Weaver 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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