Mark ZorkoCRD Number: 6146675
Current Firm: Efficient Advisors
Mark Zorko (CRD# 6146675) is an Investment Advisor Representative working at Efficient Advisors in Mason, OH and has over 12 years of experience in the finance industry.
Truly Prosper Financial Planning LLC
Prudential Financial Planning Services
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Efficient Advisors||Philadelphia, PA||Feb 2017 - Current||6|
|Brentwood Advisory Group||Chciato, IL||Jun 2010 - Current||13|
|Mfri, Inc.||Niles, IL||May 2009 - Current||14|
|Alexian Health System||Arlington Heights, IL||May 2006 - Current||17|
|Opportunity International||Oak Brook, IL||Jan 2006 - Current||17|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2011|
Total Assets Under Management1,870MILLIONS
Total Number of Accounts12,950ACCOUNTS
Average Account Value$144,419
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.