Mark Ackerman
Ackerman Wealth Management
1211 West 22nd Street
Suite 209
Oak Brook, IL 60523
3312641565
About Ackerman Wealth Management
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance in order to provide quality services.
Our services include:
-Portfolio Management
-Investment Management
-Financial Planning
-Life Insurance
-Estate Planning
-Alternative Investments
-Retirement Planning
See Disclosures
General Information
Firm Start Year
CRD#
4286755
Firm CRD#
6413
Insurance License#
8046201
Name of Broker/Dealer
LPL FINANCIAL LLC
States Licensed in
IL, AZ, CA, CO, CT, FL, GA, IN, MD, MA, MN, MT, NH, NY, OH, TX, UT, WI
Years of Experience in Financial Services
23
Number of Years with Current Firm
1
Work Experience
2000 - 2002 Sanford Bernstein;
2002 - 2008 Bank of America Securities;
2008- 2013 Merrill Lynch;
2013 - 2024 Morgan Stanley;
2024 - Present LPL Financial
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Risk Management
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 7, Series 31, Series 66, Series 3
Insurance and Annuity Licenses
Long Term Care, Variable Life, Variable Annuity, Life, Annuity, Disability
Firm Information
Advisor's Number of Clients
100
Advisor's Number of Managed Clients
90
Advisor's Number of Planning Clients
100
Assets Managed by Advisor
$250,000,000
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$100,000
Compensation Methods
Based on Assets, Flat Fee, Commissions
Additional Details on Charges
We set our fee's based on total household assets managed by our team.
Education
Bachelor of Arts - Ecomomics
University of Minnesota
1984 -1989
Disclosures
RothIRA.org provides referrals to financial professionals of LPL Financial, LLC (LPL). RothIRA.org is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay RothIRA.org cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf
Additional Detailed Disclosures