MB

Mark Stephen Batzel

36 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
9176 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Plan Fee:Up to $25,000
Hourly Rate:$50 - $750/hr

Osaic Wealth, Inc. offers financial planning and consulting services charged on an hourly fee (ranging from $50 to $750 per hour) or fixed fee (up to $25,000), depending on the complexity of the situation. These fees are negotiable. Each Advisory Representative negotiates their own account fee schedule. Mutual funds and ETFs invested in the account have their own internal fees which are separate and distinct from the program account fees.

Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment ManagementFinancial Planning & Coaching
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Advisor Information

Office location

192 Ballard Court, Suite 400, Virginia Beach, VA, 23462

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Mark is involved in several business activities, including owning Summit Group of Virginia, being an associate with Alera Group, and working as an IAR for The Ascent Group, LLC. He also sells fixed insurance products and is a member of several LLCs for investment and real estate purposes.

Employment History
Current Registrations
Osaic Wealth, INC. Broker
August 2024 - Present · 1 yr 5 mos
The Ascent Group, LLC
June 2021 - Present · 4 yrs 7 mos
Previous Registrations
Triad Advisors LLCBroker
February 2023 - August 2024 · 1 yr 6 mos
Ameritas Investment Company, LLCBroker
June 2006 - January 2023 · 16 yrs 7 mos
Ameritas Advisory Services
June 2006 - June 2021 · 15 yrs
Carillon Investments, INC
April 2000 - June 2006 · 6 yrs 2 mos
Carillon Investments, INC.Broker
March 2000 - June 2006 · 6 yrs 3 mos
MML Investors Services, INC. Broker
February 1989 - March 2000 · 11 yrs 1 mo
State Registrations27 states
AZCACODCFLGAILINKYMAMDMEMIMONCNJNYOHORPASCTXUTVAWAWIWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Mark Stephen Batzel - Financial Advisor | AdvisorDiscover