Cristine Marie Marik

Employer firm

Modern Wealth Management, LLC CRD 324624

$10.9B regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• 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

• 08/2016 → 04/2025
  Ofm Wealth
  Orland Park, IL
• 04/2025 → Present
  Modern Wealth Management, Llc
  Lenexa, KS

Previous Registrations

• 2016-08-24 → 2025-09-25
  Ofm Wealth
  Orland Park, IL
• 2014-03-17 → 2016-08-25
  Stevens Wealth Management Llc
  Deerfield, IL
• 2008-05-06 → 2012-12-11
  Leonetti & Associates, Llc
  Buffalo Grove, IL
• 2004-01-02 → 2008-06-20
  Leonetti & Associates Inc
  Buffalo Grove, IL
• 1999-07-01 → 2003-12-31
  Successful Financial Solutions Inc
  Buffalo Grove, IL

Other Businesses

NAME OF OBA: INSURANCE LICENSE ADDRESS OF OBA: 10709 W. 159TH STREET, ORLAND PARK, IL. 60467 NATURE: INSURANCE INVESTMENT RELATED: YES RELATIONSHIP WITH OBA: LICENSEE DUTIES: OVERSIGHT OF EXISTING LIFE INSURANCE AND VARIABLE ANNUITIES. START DATE: 12/20/2021 APPROX. NUMBER OF HOURS/MONTH: 5.0 APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 5.0

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Cristine M. Marik