Mark Vlacovsky

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 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

• 05/2022 → 02/2023
  W&S Brokerage Services
  Cincinnati, OH
• 04/2022 → 02/2023
  Western & Southern Life
  Canton, OH
• 08/2021 → 04/2022
  Mark Vlacovsky
  Kent, OH
• 05/2020 → 08/2021
  Summit Academy Management
  Akron, OH
• 07/2018 → 05/2020
  Mark Vlacovsky
  Kent, OH
• 06/2010 → 07/2018
  Kent State University
  Kent, OH
• 04/2023 → Present
  Pelican Financial Management, Llc
  Kent, OH
• 06/2023 → Present
  Financial Management Strategies
  Broadview Heights, OH
• 07/2013 → Present
  1202-1206 Spangler Llc
  Canton, OH
• 07/2019 → Present
  1731-1735 Oberlin Llc
  Canton, OH
• 04/2021 → Present
  1126-1128 Spangler Llc
  Canton, OH
• 06/2023 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 07/2026 → Present
  Cetera Investment Advisors,Llc
  Schaumburg, IL

Other Businesses

1.NAME OF OTHER BUSINESS: Financial Management Strategies INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM POSITION/TITLE/RELATIONSHIP: Independent Contractor START DATE: 06/2023 APX NUMBER OF HOURS PER WEEK: 30 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: Work with clients to advise them under as permitted under my current licenses; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 4/2022 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF INSURANCE PRODUCTS; 3. NAME OF OTHER BUSINESS: PELICAN FINANCIAL MANAGEMENT, LLC INVESTMENT RELATED: NO ADDRESS: 7420 STATE ROUTE 43, KENT, OH 44240 NATURE OF BUSINESS: TAX SERVICES START DATE: 4/2023 POSITION/TITLE/RELATIONSHIP: MANAGING MEMBER APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: COMPILATIONS - EFFECTIVELY COMMUNICATE WITH CLIENTS THE OBJECTIVES OF THE ENGAGEMENT, IMPLEMENT AND CARRY OUT THOSE OBJECTIVES, PERFORM GENERAL LEDGER ACCOUNT RECONCILIATIONS, PREPARE SUPPORTING SCHEDULES, PREPARE AND ANALYZE ACCRUALS, PREPARE FINANCIAL STATEMENTS. TAXATION - PREPARE CORPORATE, PARTNERSHIP, ESTATE, GIFT, AND INDIVIDUAL INCOME TAX RETURNS, PREPARE 1099'S AND 1096'S, W-2'S AND W-3'S. HIGHER EDUCATION CONSULTANT - CONSULTATION TO FINANCIAL OPERATIONS TO INCLUDE FEDERAL AND STATE LAWS AND REQUIREMENTS, REGULATORY AND COMPLIANCE REPORTING, PREPARATION OF EXECUTIVE REPORTS, ADVICE RELATED TO EXECUTIVE MATERIAL PREPARATION, AND SUPPORT FOR VARIOUS MATTERS AS THEY ARISE; 4. NAME OF OTHER BUSINESS: 1202-1206 SPANGLER LLC INVESTMENT RELATED: NO ADDRESS: 1202-1206 SPANGLER RD NE, CANTON, OH 44714 NATURE OF BUSINESS: REAL ESTATE POSITION/TITLE/RELATIONSHIP: MEMBER START DATE: 7/2013 APX NUMBER OF HOURS PER WEEK: .25 APX NUMBER OF HOURS DURING TRADING HOURS: .25 BRIEF DESCRIPTION OF DUTIES: I AM RESPONSIBLE FOR MANAGING THE PROPERTY, WHICH ENTAILS, SIGNING LEASES, COLLECTING RENT, AND HIRING THE NECESSARY PROFESSIONALS TO MAINTAIN THE PROPERTY; 5. NAME OF OTHER BUSINESS: 1731-1735 OBERLIN LLC INVESTMENT RELATED: NO ADDRESS: 1731-1735 OBERLIN COURT NW, CANTON, OH 44703 NATURE OF BUSINESS: REAL ESTATE POSITION/TITLE/RELATIONSHIP: MEMBER START DATE: 7/2019 APX NUMBER OF HOURS PER WEEK: .25 APX NUMBER OF HOURS DURING TRADING HOURS: .25 BRIEF DESCRIPTION OF DUTIES: I AM RESPONSIBLE FOR MANAGING THE PROPERTY, WHICH ENTAILS, SIGNING LEASES, COLLECTING RENT, AND HIRING THE NECESSARY PROFESSIONALS TO MAINTAIN THE PROPERTY; 6. NAME OF OTHER BUSINESS: 1126-1128 SPANGLER LLC INVESTMENT RELATED: NO ADDRESS: 1126-1128 SPANGLER RD NE, CANTON, OH 44714 NATURE OF BUSINESS: REAL ESTATE POSITION/TITLE/RELATIONSHIP: MEMBER START DATE: 4/2021 APX NUMBER OF HOURS PER WEEK: .25 APX NUMBER OF HOURS DURING TRADING HOURS: .0 BRIEF DESCRIPTION OF DUTIES: I AM RESPONSIBLE FOR MANAGING THE PROPERTY, WHICH ENTAILS, SIGNING LEASES, COLLECTING RENT, AND HIRING THE NECESSARY PROFESSIONALS TO MAINTAIN THE PROPERTY; 7. NAME OF OTHER BUSINESS: GREATER CLEVELAND CHAPTER OF BNI, INVESTMENT RELATED: NO, ADDRESS: 3500 PORTZ PKWY, SOLON, OH 44139, NATURE OF BUSINESS: NETWORKING, START DATE: 10/2025, POSITION/TITLE/RELATIONSHIP: VICE PRESIDENT, APX NUMBER OF HOURS PER WEEK: 5, NOT DURING TRADING HOURS BRIEF DESCRIPTION OF DUTIES: REPORT WEEKLY MEMBER ACTIVITY, MEET MONTHLY TO DISCUSS MEMBERSHIP;

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-07-22
• S63 Uniform Securities Agent State Law Examination
  2022-11-12