Mark Edward Wren
Investment adviser representative at Osaic Advisory Services, LLC
13 yearsExperience
2 statesRegistered in
$15.5BFirm assets
12 yearsFirm in business
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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
13 years in the industry.
- Osaic Advisory Services, LLCNov 2024 to now
- Osaic Wealth, Inc.Jun 2024 to now
- The Senior Resource Group (srg)Sep 2013 to now
- Arbor Point AdvisorsOct 2021 to Nov 2024
- Securities America Advisors, Inc.Sep 2020 to Jun 2024
- Securities America, Inc.Sep 2020 to Jun 2024
- Securities Service NetworkApr 2019 to Sep 2020
- Ssn Advisory IncApr 2019 to Sep 2020
- Voya Financial AdvisorsSep 2014 to Apr 2019
- Financial Independence Planning, LLCSep 2013 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 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
- 2819667
- Firm CRD
- 171070