Mark Ronald Witek

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/1986 → Present
  Lpl Financial Llc
  Lasalle, IL

Other Businesses

1. 11/6/2008 - OTHER-BUSINESS ENTITY FOR ACCOUNTING PURPOSES - INVESTMENT PLANNING, INC. - CANNOT BE HELD OUT TO PUBLIC OR APPROVED FOR ADVERTISING - HOLDING CORPORATION FOR ACCOUNTING PURPOSES. - LA SALLE, IL. 2. 11/14/2012 - REAL ESTATE RENTAL - INVESTMENT PLANNING INC. - REAL ESTATE HOLDINGS. - COMMERCIAL RENTAL>>> OFFICE SPACE>>> WARHOUSE/STORAGE. - TIME SPENT 5% - LASALLE, IL 3. 08/20/2019 - Witek Wealth Management - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date:10/01/2019 - 0 hrs/mo - 0 hrs during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-06-14
• S63 Uniform Securities Agent State Law Examination
  1987-06-19

Designations

• Certified Financial Planner