Mark Page, financial advisor Warrenville IL

Mark Page

CRD Number: 2142940
Current Firm: Osaic Wealth, Inc.
Compensation Model: Both

Mark Page (CRD# 2142940) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Warrenville, IL and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Osaic Wealth, Inc. Warrenville, IL Jan 2024 - Current < 1
Fortis Investors, Inc. Downers Grove, IL Aug 1990 - Current 33
Woodbury Financial Services, Inc. Warrenville, IL Apr 1991 - Jan 2024 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1991
S65 NASAA Investment Advisors Law Examination Dec 1998
Contact Info for Mark W. Page
By the Numbers
  • Total Assets Under Management
    29,536
    MILLIONS
  • Total Number of Accounts
    149,233
    ACCOUNTS
  • Average Account Value
    $197,920
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Firm Disclaimer:

Securities and Investment Advisory services offered through Woodbury Financial Services, Inc., member FINRA/SIPC and Registered Investment Advisor.

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Verified Page
Data verified by both the advisor and the public regulatory data.

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