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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Lawrence Sagen is an investment advisor representative with The Colony Group, LLC. Mark has been in the financial industry since 2011 and is a Chartered Financial Analyst. Mark has experience working with high net worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and other businesses. Mark's previous employers include HARRIS MYCFO INVESTMENT ADVISORY SERVICES, LLC, CALAMOS WEALTH MANAGEMENT LLC, RMB Capital Management, LLC, and Connectus Wealth. Mark is currently registered as an investment advisor in Illinois.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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IL
06/03/2024 - Present
THE Colony Group, LLC (Chicago IL)
IA
Issued 06/27/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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