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Mark Christopher Liebelt

Osaic Wealth, Inc.

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About Mark Christopher Liebelt

Mark Christopher Liebelt is a financial professional with over 30 years of experience in the industry. Mark is currently registered with Osaic Wealth, Inc. and has been associated with the firm since November 2018. Prior to his current role, Mark was registered with Signator Investors, Inc. from August 2011 to November 2018 and with NYLIFE Securities LLC from September 1983 to September 2009.

Firm Information

Mark Liebelt is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mark Liebelt’s Registration & Firm History

WI

11/02/2018 - Present

Osaic Wealth, Inc. (MEQUON WI)

WI

08/09/2011 - 11/02/2018

SIGNATOR INVESTORS, INC. (MEQUON WI)

WI

09/26/1983 - 09/21/2009

NYLIFE SECURITIES LLC (MEQUON WI)

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Licenses & Designations

BC

Issued 07/12/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/15/1984

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 09/23/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Mark Christopher Liebelt. Review regulatory record here.
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