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Mark Stephen Laspisa

Vermillion Financial Advisors, Inc.

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About Mark Stephen Laspisa

Mark Laspisa is a financial advisor with Vermillion Financial Advisors, Inc.. Mark has been in the financial industry since 1986 and has experience in several areas, including financial planning, portfolio management, and pension consulting. Mark specializes in serving high-net-worth individuals, pension and profit sharing plans, and charitable organizations. Mark is a Certified Financial Planner and is registered to provide investment advice in the state of Illinois. Mark's previous experience includes roles at H. Beck, Inc., Multi-Financial Securities Corporation, Vestax Securities Corporation, and Keogler, Morgan & Company, Inc.

Firm Information

Mark Laspisa is currently registered with Vermillion Financial Advisors, Inc.. Vermillion Financial Advisors, Inc. is an investment advisor located in SOUTH BARRINGTON, IL. They primarily provide financial planning, pension consulting, and educational seminars for individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. They have approximately $319,412,839 in regulatory assets under management.
Vermillion Financial Advisors, Inc.

16 EXECUTIVE CT

SOUTH BARRINGTON, IL 60010

$319.41M

Assets Under Management

274

Total Clients

4

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 Laspisa’s Registration & Firm History

IL

09/20/1997 - Present

Vermillion Financial Advisors, Inc. (SOUTH BARRINGTON IL)

IL

08/11/2006 - 04/16/2010

H. BECK, INC. (SOUTH BARRINGTON IL)

IL

01/01/2004 - 08/15/2006

MULTI-FINANCIAL SECURITIES CORPORATION (SOUTH BARRINGTON IL)

OH

12/14/1993 - 01/01/2004

VESTAX SECURITIES CORPORATION (HUDSON OH)

CO

07/03/1991 - 12/14/1993

MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)

GA

06/07/1988 - 07/09/1991

KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)

NA

12/18/1986 - 08/25/1988

PRUCO SECURITIES CORPORATION

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Licenses & Designations

BC

Issued 01/09/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/12/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 11/22/1988

Series 24 - General Securities Principal Examination

BC

Issued 06/18/1988

Series 7 - General Securities Representative Examination

BC

Issued 12/16/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Stephen Laspisa.
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