Mark Allen Salesman

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

• 07/2008 → 01/2025
  Lincoln Financial Securities Corporation
  Houston, TX
• 08/2015 → 12/2018
  The Leaders Group Inc
  Littleton, CO
• 08/2004 → Present
  Prelle Financial Group
  Houston, TX
• 08/2004 → Present
  Capitas Financial Of Houston
  Houston, TX
• 08/2004 → Present
  Advisors Financial Group
  Houston, TX
• 01/2025 → Present
  Osaic Wealth, Inc.
  Houston, TX

Previous Registrations

• 2017-07-27 → 2025-01-24
  Osaic Fs, Inc.
  Houston, TX
  Houston, TX
  Houston, TX

Other Businesses

1) ADVISORS FIN'L GP 4848 LOOP CENTRAL DRIVE SUITE 1005 HOUSTON, TX 77081 INSURANCE, INVESTMENT RELATED CHIEF OPERATING OFFICER/OWNER OFFERING ACCIDENT & HEALTH, DISABILITY, TRADITIONAL LIFE, AND PROPERTY & CASUALTY INSURANCE, FIXED AND EQUITY-INDEXED ANNUITIES, LIFE SETTLEMENTS, PREMIUM FINANCING AND 419(E) SOLE EMPLOYER WELFARE BENEFIT PLANS START 08/04/2004 40 HRS/MO. 2) MARK SALESMAN/CAPITAS FINANCIAL OF HOUSTON, 4848 LOOP CENTRAL DRIVE, SUITE #1005, HOUSTON, TX CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: DIRECTOR OF PRIVATE WEALTH DUTIES: WHOLESALE ACCIDENT, DISABILITY, LONG-TERM CARE AND TRADITIONAL INSURANCE; COMMISSION-BASED GROUP BENEFITS; FIXED AND INDEXED ANNUITIES; PREMIUM FINANCING; REFERRING LIFE SETTLEMENTS START DATE: 2/20015 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 40 3) LINCOLN FINANCIAL POSITION: Agency Building General Agent NATURE: I am a General Agent/Statutory Employee for Lincoln Financial Group, wholsaling Lincoln Financial Insurance products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 08/11/2004 ADDRESS: 4848 Loop Central Dr., Suite 1005, Houston TX 77081, United States DESCRIPTION: Wholsaler of Lincoln Insurance Products 4) MARK SALESMAN/ADVISORS FINANCIAL GROUP 4848 LOOP CENTRAL DRIVE SUITE #1005 HOUSTON, TX CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: PRESIDENT/OWNER DUTIES: OFFER ACCIDENT, DISABILITY, LONG-TERM CARE, PROPERTY AND CASUALTY AND TRADITIONAL INSURANCE; FIXED AND INDEXED ANNUITIES; PREMIUM FINANCING; LIFE SETTLEMENTS START DATE: 8/2004 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 40 5) POA FOR MY SPOUSE AMEY LEIGH BURGE SALESMAN POSITION: Power of Attorney NATURE: As part of our family estate planning, My wife and I have the following over each other:Power of AttorneyDirective to PhysiciansHIPAA Authorizations INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/23/2018 ADDRESS: 4848 LOOP CENTRAL DRIVE SUITE 1005, HOUSTON, TX 77081, United States DESCRIPTION: In the event my spouse becomes sick, incapacitated or dies, I will be empowered to act on her behalf. 6) ADVISORS FINANCIAL GROUP, INC. POSITION: President NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/24/2025 ADDRESS: 4848 Loop Central Dr., Suite #1005, Houston TX 77081, United States DESCRIPTION: President and Sole Owner 7) RENTAL HOUSE POSITION: Landlord NATURE: My wife and I purchased a home located at 105 Wisteria St., Lake Jackson, TX 77566. It is our intention to rent this property to a tenant for somewhere in the range of $2000.00-$2200.00 per month. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/16/2026 ADDRESS: 3232 BRAZOS RIVER ROAD, FREEPORT TX 77541, United States DESCRIPTION: Managinjg the property and colllecting rent.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-07-26
• S63 Uniform Securities Agent State Law Examination
  1993-05-07