MarkAckerman- Financial Advisor Oak Brook, IL

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About Mark Ackerman

Mark brings over 20 years of industry experience to his role as Vice President, Financial Advisor. He is passionate about providing the best possible service to his clients and founded Ackerman Wealth Management in 2024 to improve his clients' experiences. Mark received his degree in Economics from the University of Minnesota, Twin Cities. He holds his Series 7, 31, and 66 as well as Insurance Licenses with LPL Financial.

Mark is excited to begin this new chapter and looks forward to hearing from you. Reach out to schedule time and learn more about the Ackerman Wealth Management Experience.

See Disclosures

General Information

CRD#

4286755

Firm CRD#

6413

Insurance License#

8046201

Name of Broker/Dealer

LPL FINANCIAL LLC

States Licensed in

IL, AZ, CA, CO, CT, FL, GA, IN, MD, MA, MN, MT, NH, NY, OH, TX, UT, WI

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

2000 - 2002 Sanford Bernstein;
2002 - 2008 Bank of America Securities;
2008- 2013 Merrill Lynch;
2013 - 2024 Morgan Stanley;
2024 - Present LPL Financial

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Risk Management

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 7, Series 31, Series 66, Series 3

Insurance and Annuity Licenses

Long Term Care, Variable Life, Variable Annuity, Life, Annuity, Disability

Firm Information

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$250,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Based on Assets, Flat Fee, Commissions

Additional Details on Charges

We set our fee's based on total household assets managed by our team.

Education

Bachelor of Arts - Ecomomics

University of Minnesota
1984 -1989

Disclosures

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

LPL ADV 2A

https://www.lpl.com/content/dam/edam/format/disclosure/a58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC

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Paladin Research Report For:

Mark Ackerman

Ackerman Wealth Management