Mark Eugene Cieslak

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 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

• 01/2008 → 09/2022
  Triad Advisors, Inc.
  Norcross, GA
• 09/2022 → 09/2025
  Avantax Investment Services, Inc.
  Chicago, IL
• 09/2022 → 09/2025
  Avantax Advisory Services
  Chicago, IL
• 09/2022 → 09/2025
  Avantax Insurance Agency, Llc
  Chicago, IL
• 03/2012 → Present
  Mc Associates
  Chicago, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Chicago, IL
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-09-30 → 2025-09-05
  Avantax Advisory Services
  Chicago, IL
  Dallas, TX
  Palatine, IL
• 2014-04-08 → 2022-10-05
  Triad Advisors Llc
  Chicago, IL

Other Businesses

1) MC ASSOCIATES; POSITION: Owner NATURE: Retirement and estate planning; investment coaching providing investment opportunities through the Avantax Broker/Dealer. INVESTMENT RELATED: No NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 130 START DATE: 03/01/2012; 500 N Michigan Ave, Suite 1700, Chicago IL 60611, Investment related duties including: planning, selecting and acquiring investments.

Exams

• S66 Uniform Combined State Law Examination
  2008-02-02

Designations

• Certified Financial Planner
• Personal Financial Specialist