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Mark Frederick Parcells

Osaic Wealth, Inc.

Boulder, CO

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-04-27
  • CO RA
    APPROVED
    Since 2026-04-27

Branch Locations

Boulder, CO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Command Brokerage Services, Inc. Fort Worth TX 03/2024 09/2024
Self-Employment Boulder CO 06/2022 03/2024
Us Army Boulder CO 09/2019 06/2022
Ball Corporation Westminster CO 04/2015 09/2019
First Command Brokerage Services, Inc Fort Worth TX 09/2024 03/2026
First Command Advisory Services , Inc Fort Worth TX 09/2024 03/2026
First Command Insurance Services , Inc. Fort Worth TX 09/2024 03/2026
Osaic Wealth Inc Boulder CO 04/2026 Present
  • 03/2024 → 09/2024
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 06/2022 → 03/2024
    Self-Employment
    Boulder, CO
  • 09/2019 → 06/2022
    Us Army
    Boulder, CO
  • 04/2015 → 09/2019
    Ball Corporation
    Westminster, CO
  • 09/2024 → 03/2026
    First Command Brokerage Services, Inc
    Fort Worth, TX
  • 09/2024 → 03/2026
    First Command Advisory Services , Inc
    Fort Worth, TX
  • 09/2024 → 03/2026
    First Command Insurance Services , Inc.
    Fort Worth, TX
  • 04/2026 → Present
    Boulder, CO
Previous Registrations
Other Businesses

1. Name of the other business: Mark F. Parcells MBA, LLC Whether the business is investment-related: Yes Address of the other business: 3033 S Parker Rd Ste 400 Aurora CO 80014 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Sole Owner/Member/Registered Agent The start date of your relationship: Jul 09, 2025 The approximate number of hours/month you devote to the other business: 1 to 5 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: I am the sole proprietor of this LLC, Mark Frederick Parcells, LLC is my personal LLC related to my position at First Command. 2. MARK PARCELLS, LLC POSITION: Owner and Founder NATURE: Mark Parcells, LLC is an SLLC that I use to channel all business expenses through. I have been operating it for 10 months. I do not spend more than 1 hour/week operating the business during trading hours. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 06/16/2025 ADDRESS: 1469 Cassin Ct, Boulder CO 80303, United States DESCRIPTION: Provide accounting information to the accountant / bookkeepers so that I can accurately reflect income and expenses for the LLC. Then I also administer my employee who works with me serving my clients. 3. FIXED INSURANCE/FIXED ANNUITY BUSINESS POSITION: Insurance Agent NATURE: This business is to serve my clients, and as a licensed agent for the insurance companies, I am compensated with commissions and trails that flow through the LLC to me. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 5 START DATE: 09/16/2024 ADDRESS: 1469 Cassin Court, Boulder CO 80303, United States DESCRIPTION: I consult with clients regarding the needs they have for fixed insurance or fixed annuity products, evaluate their options across several different insurance carriers, gather illustrations/quotes, explain to the client the pros/cons of each policy or quote vs. the other options, and make a recommendation as to the best option for them based on their budget requirements. I then help clients proceed with product underwriting and serve as the front-line underwriter, the first stage of underwriting. Then I am involved in insurance policy delivery, service, and maintenance.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-13
S63 Uniform Securities Agent State Law Examination 2024-08-05
  • S65 Uniform Investment Adviser Law Examination
    2024-09-13
  • S63 Uniform Securities Agent State Law Examination
    2024-08-05
Other Names
  • Mark F Parcells

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