Mark Edward Wren

Employer firm

Osaic Advisory Services, LLC CRD 171070

$15.5B regulatory AUM 170 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2013 → 04/2019
  Financial Independence Planning, Llc
  Radnor, PA
• 09/2013 → Present
  The Senior Resource Group (Srg)
  Parker, CO
• 09/2014 → 04/2019
  Voya Financial Advisors
  Radnor, PA
• 04/2019 → 09/2020
  Securities Service Network
  Radnor, PA
• 04/2019 → 09/2020
  Ssn Advisory Inc
  Radnor, PA
• 09/2020 → 06/2024
  Securities America, Inc.
  Parker, CO
• 09/2020 → 06/2024
  Securities America Advisors, Inc.
  Parker, CO
• 10/2021 → 11/2024
  Arbor Point Advisors
  Parker, CO
• 06/2024 → Present
  Osaic Wealth, Inc.
  Parker, CO
• 11/2024 → Present
  Osaic Advisory Services, Llc
  Atlanta, GA

Previous Registrations

• 2021-11-04 → 2024-11-08
  Arbor Point Advisors
  Parker, CO
• 2020-09-18 → 2024-06-14
  Securities America Advisors, Inc.
  Radnor, PA
  Parker, CO
• 2019-04-02 → 2020-09-18
  Ssn Advisory, Inc.
  Radnor, PA
• 2007-06-13 → 2019-04-08
  Voya Financial Advisors, Inc.
  Marlton, NJ
  Radnor, PA
  Lansdale, PA
  Marlton, NJ
• 2005-05-12 → 2007-05-17
  Securian Financial Services, Inc.
  Newark, DE
  Newark, DE

Other Businesses

1. THIRD DAY BUSINESS ADVOCATES POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/20/2024 ADDRESS: 6081 Bridle Path Lane, Parker CO 80134, Parker CO 80134, United States DESCRIPTION: Financial Analysis of a business balance sheet, income statement in attempt to improve a business cashflow and debt structure in order to help them improve their financial condition.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-05-02
• S63 Uniform Securities Agent State Law Examination
  1996-12-09