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Mark Thomas Drouillard

Osaic Wealth, Inc.

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About Mark Thomas Drouillard

Mark Thomas Drouillard is a financial advisor who has been in the industry for over 30 years. Mark is registered with Osaic Wealth, Inc. and is licensed in several states. Mark has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Mark holds the Series 7, Series 24, and SIE licenses and is also a Certified Financial Planner.

Firm Information

Mark Drouillard 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 Drouillard’s Registration & Firm History

MI

06/14/2024 - Present

Osaic Wealth, Inc. (STERLING HEIGHTS MI)

MI

11/12/2018 - 06/14/2024

SECURITIES AMERICA, INC. (STERLING HEIGHTS MI)

MI

11/10/2009 - 11/14/2018

AMERIPRISE FINANCIAL SERVICES, INC. (STERLING HTS MI)

MI

09/04/2008 - 08/14/2009

PROFESSIONAL ASSET MANAGEMENT, INC. (TROY MI)

MI

07/26/2006 - 08/30/2006

HANTZ FINANCIAL SERVICES, INC. (SOUTHFIELD MI)

MI

04/16/2002 - 06/18/2004

HANTZ FINANCIAL SERVICES, INC. (SOUTHFIELD MI)

MI

06/28/1999 - 05/15/2000

HANTZ FINANCIAL SERVICES, INC. (SOUTHFIELD MI)

IA

06/18/1998 - 06/28/1999

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

OH

12/15/1997 - 06/15/1998

VESTAX SECURITIES CORPORATION (HUDSON OH)

MA

02/05/1997 - 12/16/1997

CONCORD BROKERAGE SERVICES, INC. (BOSTON MA)

MN

04/29/1987 - 01/02/1997

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

04/29/1987 - 01/02/1997

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 07/01/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/25/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Mark Thomas Drouillard. Review regulatory record here.
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