Mark Rosinski (CRD# 7008895) is an Investment Advisor Representative working at Kotys Wealth Professionals in Valparaiso, IN and has over 5 years of experience in the finance industry. Mark Rosinski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4849315
Captrust
CRD# 5046093
Avertrust Wealth LLC
CRD# 1623480
Oneamerica Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kotys Wealth Professionals | Valparaiso, IN | Apr 2019 - Current | 5 |
| Edward Jones | St Louis, MO | Sep 2018 - Feb 2019 | < 1 |
| Nisource | Merrillville, IN | Sep 2014 - Sep 2018 | 4 |
| H&r Block | Valparaiso, IN | Jan 2018 - Apr 2018 | < 1 |
| Niagara Lasalle | Hammond, IN | Jan 2014 - Sep 2014 | < 1 |
| Purdue University Northwest | Hammond, IN | Jan 2010 - May 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2018 |
- IN
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Total Assets Under Management223MILLIONS
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Total Number of Accounts727ACCOUNTS
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Average Account Value$307,332
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AK, IL, IN, MI
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