Ofm Wealth

Ofm Wealth (CRD# 123091) is a financial advisory firm headquartered in Orland Park, IL. They manage $182,116,469 in 740 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    182
    MILLION
  • Total Number of Accounts
    740
    ACCOUNTS
  • Average Account Value
    $246,103
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
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

Financial Advisors at Ofm Wealth
Showing 1 - 3 of 3 top financial advisors.
1
Sam Ogrizovich
CRD#: 1014708
10709 W. 159th Street, Orland Park, IL 60467
96
Wealthminder
score

Sam Ogrizovich (CRD# 1014708) is an Investment Advisor Representative working at Ofm Wealth in Orland Park, IL and has over 35 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.

2
Cristine M. Marik
CRD#: 4589843
Winterset Office Park, 10709 W. 159th Street, Orland Park, IL 60467
90
Wealthminder
score

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.

3
Jeffrey C. Grenchik
CRD#: 6672282
Winterset Office Park, 10709 W. 159th Street, Orland Park, IL 60467
88
Wealthminder
score

Jeffrey Grenchik (CRD# 6672282) is an Investment Advisor Representative working at Ofm Wealth in Orland Park, IL and has 1 year of experience in the finance industry.

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