Mark Julian Stevenson

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

• 09/2015 → 03/2018
  Lpl Financial
  Orland Park, IL
• 03/2018 → 01/2024
  Woodbury Financial Services Inc
  Orland Park, IL
• 01/2024 → Present
  Osaic Wealth, Inc.
  Orland Park, IL

Previous Registrations

• 2018-03-23 → 2024-01-19
  Woodbury Financial Services, Inc.
  Orland Park, IL
• 2016-10-14 → 2018-03-29
  Lpl Financial Llc
  Orland Park, IL

Other Businesses

1. MARK J. STEVENSON POSITION: Sole Proprietor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/01/2017 ADDRESS: 9031 W.151st Street Suite 209, Orland Park IL 60462, United States DESCRIPTION: Solicit Insurance 2. TWITCH POSITION: Streamer NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 12/19/2023 ADDRESS: 350 Bush Street, 2ND FLOOR, San Francisco CA 94104, United States DESCRIPTION: There aren't duties per se. Its just a video gaming streaming site. So I stream video games while friends watch and chat. I really don't plan on making any money off doing this but I guess since it is something that can happen I should disclose

Exams

• S66 Uniform Combined State Law Examination
  2016-10-13