Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Holmertz is a financial advisor who has been in the industry since 1999. Mark is registered with the state of Illinois and Texas as an investment advisor representative. Mark works at Inspirion Wealth Advisors, LLC. Mark's background includes previous roles at LPL FINANCIAL LLC, American Express Financial Advisors Inc., and IDS Life Insurance Company. Mark has been with Inspirion Wealth Advisors, LLC since 2014. Mark's registrations with the state of Illinois and Texas are active. Mark also has various industry licenses including the Series 66, Series 24 and Series 7. Mark is a Certified Financial Planner™ professional. Mark is a registered representative with FINRA and is also active in the state of Illinois as an investment advisor representative. Mark provides financial planning and investment management services to a wide range of clients including individuals, businesses, and retirement plans. Mark is committed to providing clients with personalized financial advice and guidance.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IL
10/16/2012 - Present
Inspirion Wealth Advisors, LLC (LIBERTYVILLE IL)
IL
04/29/2005 - 11/27/2012
LPL FINANCIAL LLC (LIBERTYVILLE IL)
MN
02/11/1999 - 04/29/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/11/1999 - 04/29/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/02/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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