Mark Owen Vandevelde

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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

• 02/2015 → 02/2018
  Sii Investments, Inc.
  Auburn, IN
• 02/2018 → 02/2025
  Lpl Financial Llc
  Auburn, IN
• 02/2025 → Present
  Osaic Wealth, Inc.
  Auburn, IN

Previous Registrations

• 2018-02-14 → 2025-02-11
  Lpl Financial Llc
  Auburn, IN
• 2015-02-27 → 2018-02-15
  Sii Investments, Inc.
  Auburn, IN
  Appleton, WI
• 2011-03-02 → 2015-03-03
  Hefty Wealth Partners
  Auburn, IN
• 2013-03-04 → 2014-12-12
  Lpl Financial Llc
  Auburn, IN
  Ft. Wayne, IN
• 2005-07-06 → 2011-02-01
  Chase Investment Services Corp.
  Fort Wayne, IN
  Kendallville, IN
  Columbia City, IN
  Fort Wayne, IN
  Kendallville, IN
  Fort Wayne, IN
• 2004-07-07 → 2005-07-06
  Banc One Securities Corporation
  Fort Wayne, IN
• 2004-02-11 → 2004-04-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Erie, PA

Other Businesses

1. LAKEWOOD PARK CHRISTIAN SCHOOL POSITION: High School Cross Country Coach NATURE: Private Christian School INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 08/01/2022 ADDRESS: 5555 County Rd 29, Auburn IN 46706, United States DESCRIPTION: Cross Country Coach - create workouts, run practices and coach at meets from August to October 2. JUNIOR ACHIEVEMENT OF NORTHERN INDIANA POSITION: Board Member and Current President NATURE: Non Profit Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2015 ADDRESS: 550 E. Wallen Rd., Fort Wayne IN 46825, United States DESCRIPTION: Current local board president (Junior Achievement of East Central Dekalb County). We are a fundraising board for Junior Achievement services in our county's schools. 3. ASH BROKERAGE POSITION: Producer NATURE: BGA for Fixed Insurance Business INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2015 ADDRESS: 888 S. Harrison St., Fort Wayne IN 46802, United States DESCRIPTION: Use Ash for selling Life, Disability, Long Term Care Ins, and Fixed Annuities 4. EVER WEALTH POSITION: Wealth Advisor NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/03/2025 ADDRESS: 1710 N. Main St., Ste. B, Auburn IN 46706, United States DESCRIPTION: Wealth Advisor 5.MARK & JAMI VANDEVELDE POSITION: Owner NATURE: Vacation Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/28/2026 ADDRESS: D102 Colony Cove, St. Croix VI 00820, United States DESCRIPTION: Vacation Rental Property

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-02-10
• S63 Uniform Securities Agent State Law Examination
  2000-06-16

Designations

• Certified Financial Planner

Other Names

• Mark Owen Vande Velde
• Mark Owen Vande Velde