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Paladin Research Report For:

Mark Starosciak

Infinium Investment Advisors, LLC

CFP®CRPC®
50 South Steele Street
#830
Denver, CO 80209
720-253-1818

About Mark Starosciak

Mark is a CERTIFIED FINANCIAL PLANNER(TM) in Denver and the founder of Infinium Investment Advisors, LLC. He earned his undergraduate and MBA from the University of Michigan and focuses primarily on partnering with investors in the Technology industry and advising them on personal financial planning and investment management strategies. Mark is the past president of the Denver Business Series and Founder of WineLeague®, a Denver-based 501c(3) nonprofit corporation that has turned wine tasting into a sport, all of the name of helping other dynamic nonprofits.

See Disclosures

General Information

Firm Start Year
  • 2009
No. of Employees
  • 5-9
CRD#
  • 4018163
Firm CRD#
  • 149123
Name of Custodial Firm
  • Fidelity Investments
States Licensed in
  • All states served
Years of Experience in Financial Services
  • 21
Number of Years with Current Firm
  • 11
Work with the following types of clients
  • Businesses, Individual Investors
Advisory Services Provided
  • Risk Management, Education Funding and Planning, Financial Planning for Individuals, Money Management, Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management

Compliance

Registered Investment Advisor
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®, CRPC®
Securities Licenses
  • Series 66
Financial Organization Memberships
  • Financial Planning Association (FPA)

Firm Information

Firm's Number of Clients
  • 100+
Assets Managed by Firm
  • $150M
Advisor's Number of Clients
  • 120
Advisor's Number of Managed Clients
  • 140
Advisor's Number of Planning Clients
  • 140
Assets Managed by Advisor
  • $100,000,000

Compensation and Fees

Fee Structure
  • Fee-Only
Minimum Portfolio Size for New Managed Accounts
  • $500,000
Compensation Methods
  • Based on Assets, Hourly
Fee % Based on Assets
  • Negotiable
Hourly Rate
  • $150
Minimum Fee Charged for Managed Accounts
  • $2,500

Education

Bachelor of Arts - Liberal Arts

University of Michigan
9/1989 -6/1993

Masters of Business Administration - Business

University of Michigan
9/1993 -9/1995

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

https://infiniumadvisors.com/terms-of-use/

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1875484/paladinregistry-Infinium-Investment-Advisors,-LLC-detailed-disclosure.html