Mark Joseph Dorman
Investment adviser representative at Wellth Advisory Services, LLC
26 yearsExperience
5 statesRegistered in
ChFC®Designation
$26.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
26 years in the industry.
- Wellth Advisory Services, LLCJun 2024 to now
- LPL Financial LLCJul 2023 to now
- Dorman Legacy Advisors, LLCJan 2000 to now
- Global Retirement Partners, LLCJul 2023 to Jun 2024
- Mass Mutual Life InsuranceMar 2007 to Jul 2023
- MML Investors Services, LLCMar 2007 to Jul 2023
Designations
- ChFC®
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 5 states (IN, MD, MI, OH, WV).
Wellth Advisory Services, LLC
$26.7BAssets managed
3,887Clients
74Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1858020
- Firm CRD
- 330537