Marc Allen Oceanak

Current Employers

Employment History

• 09/2015 → 11/2016
  Purshe Kaplan Sterling Investments
  Albany, NY
• 09/2015 → 11/2016
  Mcadam, Llc
  Jersey City, NJ
• 11/2016 → 03/2017
  Home Advisor
  New York, NY
• 06/2017 → 02/2018
  Ameriprise Financial Services, Inc
  Westfield, NJ
• 09/2018 → 07/2023
  Massmutual Life Insurance Co
  Warren, NJ
• 09/2018 → 01/2023
  Mml Investors Services, Llc
  Warren, NJ
• 01/2014 → 06/2018
  Dirk Oceanak, Cpa
  Lebanon, NJ
• 07/2018 → 08/2018
  Unemployed
  Frenchtown, NJ
• 07/2023 → 09/2025
  Avantax Investment Services Inc.
  Pennington, NJ
• 07/2023 → 09/2025
  Avantax Advisory Services
  Pennington, NJ
• 07/2023 → 09/2025
  Avantax Insurance Agency, Llc
  Pennington, NJ
• 07/2023 → 07/2023
  Scafa Financial Services, Llc
  Pennington, NJ
• 03/2021 → 06/2021
  Delaware Valley Regional High School
  Frenchtown, NJ
• 03/2022 → 06/2022
  Delaware Valley Regional High School
  Frenchtown, NJ
• 03/2023 → 06/2023
  Delaware Valley Regional High School
  Frenchtown, NJ
• 07/2023 → 09/2025
  Avantax Insurance Agency And / Or Avantax Insurance Services
  Pennington, NJ
• 07/2023 → Present
  Scafa Financial Services, Llc
  Pennington, NJ
• 01/2025 → Present
  Truplan Financial Advisors
  Pennington, NJ
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Pennington, NJ
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2025-09-05 → 2025-11-28
  Cetera Investment Advisers Llc
  Pennington, NJ
• 2023-07-18 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Pennington, NJ
• 2018-10-01 → 2023-02-08
  Mml Investors Services, Llc
  Warren, NJ
• 2017-08-15 → 2018-02-07
  Ameriprise Financial Services, Llc
  Westfield, NJ

Other Businesses

1) SCAFA FINANCIAL SERVICES, LLC POSITION: Financial Advisor NATURE: Investment planning, retirement planning, estate planning, and tax planning services to clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/17/2023 ADDRESS: 54 Route 31 N, 1st floor, Pennington NJ 08534, United States DESCRIPTION: Contacting clients. Conducting investment research Monitoring advisory accounts, rebalancing portfolios, and placing trades. Following up with clients. 2) MRK FINANCIAL SOLUTIONS POSITION: Financial Advisor NATURE: Providing investment services to clients INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/17/2023 ADDRESS: 3020 Harbor Ln. No., Plymouth MN 55447, United States DESCRIPTION: Meet with clients to determine risk tolerance and financial needs and to provide investment recommendations 3) TRUPLAN FINANCIAL ADVISORS POSITION: Service Associate NATURE: Independent financial services firm INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/31/2025 ADDRESS: 54 Route 31N, 1st Floor, Pennington NJ 08534, United States DESCRIPTION: Provide on going support for clients under senior advisors. Not limited to trading, financial planning advice, and financial services.

Exams

• S66 Uniform Combined State Law Examination
  2017-08-04

Designations

Other Names

• Marc A Oceanak
• Marc Allen Oceanak
• Marc Oceanak