Ofm Wealth

Ofm Wealth (CRD# 123091) is a financial advisory firm headquartered in Orland Park, IL. They manage $313,906,520 in 811 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    314
    MILLION
  • Total Number of Accounts
    811
    ACCOUNTS
  • Average Account Value
    $387,061
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, FL, IL, IN, TX, UT

Financial Advisors at Ofm Wealth
Showing 1 - 2 of 2 top financial advisors.
1
Cristine M. Marik
CRD#: 4589843
Winterset Office Park, 10709 W. 159th Street, Orland Park, IL 60467

Cristine Marik (CRD# 4589843) is an Investment Advisor Representative working at Ofm Wealth in Orland Park, IL and has 1 year of experience in the finance industry. Cristine Marik 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.

2
Sam Ogrizovich
CRD#: 1014708
10709 W. 159th Street, Orland Park, IL 60467

Sam Ogrizovich (CRD# 1014708) is an Investment Advisor Representative working at Ofm Wealth in Orland Park, IL and has over 39 years of experience in the finance industry. Sam Ogrizovich 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.