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Jeffrey Marko

Advisor at OSAIC

Updated today

Location

Clay, MI

Credentials

CFP®, Series 63, Series 65

Industry experience

14 years

About

Jeffrey Marko is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at OSAIC Wealth Inc. He has held prior roles at Ameriprise Financial Services, LLC, Royal Alliance, and several other firms. Marko is also the owner of NEXTWAVE FINANCIAL LLC, where he reviews and advises on clients' financial needs and goals. OSAIC Wealth Inc. is a large SEC-registered investment adviser and broker-dealer that serves a diverse client base including individual investors, retirement plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory programs and access to multiple custodial platforms.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities

Occupation focus

Based on OSAIC

Founder/Business Owner Executive Retired

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally up to $25,000, can exceed for high net worth individuals; Non-Discretionary Investment Advisory Services fixed fees from $500 to $15,000; Retirement Plan Consulting Services fixed fees from $1,000 to $100,000.

Percentage

$0 - $5,500: Negotiable, varies by Advisory Representative and program $5,500 - $10,000: Negotiable, varies by Advisory Representative and program $10,000+: Negotiable, varies by Advisory Representative and program

Commissions

Advisory Representatives may receive commissions as registered representatives or insurance agents for securities or insurance product sales outside advisory accounts.

Project-based

$0 - $750 per hour for financial planning and consulting services, Non-Discretionary Investment Advisory Services, and Retirement Plan Consulting Services.

Other

Account minimum: $5,500 to $10,000 depending on program Fee-only: Advisory fees negotiated individually by Advisory Representatives; often asset-based fees with wrap or non-wrap structures; fees can be up to 3% annually for Plan Participant Retirement Program; fee schedules vary by program and Advisory Representative.

Location

Clay, MI

Most active in

Michigan

Work history

OSAIC Wealth Inc

2026 - Present (1 year)

Ameriprise Financial Services, LLC.

2021 - 2026 (5 years)

Royal Alliance

2019 - 2021 (2 years)

Securities America Advisors

2018 - 2019 (1 year)

Securities America, Inc.

2018 - 2019 (1 year)

THE O.N. Equity Sales Company

2016 - 2018 (2 years)

Betcher Financial

2016 - 2019 (3 years)

Ohio National Financial Services

2016 - 2018 (2 years)

First Investors Corporation

2011 - 2016 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 63, Series 65

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Michael Shanku is the sole advisor at MJS Capital Inc., an independent registered investment adviser based in Chesterfield, MI. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Since 2010, he has been managing portfolios through MJS Capital Inc. MJS Capital Inc. provides individualized portfolio management services to individual clients, overseeing approximately $2.52 million in assets across 11 accounts. The firm emphasizes documented analysis methods, ongoing monitoring, and security selection as part of its investment approach.

General retirement planning
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CFP®, CFA®

Fair Haven, MI

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Series 63, Series 65

New Baltimore, MI

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Darren Hesselink is a financial advisor at Ironwood Financial, LLC with credentials including Series 63 and Series 65 licenses. He has been with Ironwood Financial since 2026 and previously worked at Wealth Watch Advisors and Energetic Brands LLC. Outside of his advisory role, he is involved with Energetic LLC, a business he has been part of since 2015. Ironwood Financial, LLC is a registered investment adviser that provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses a variety of investment strategies, including derivatives-based approaches like covered call writing, and employs tools such as eMoney and Morningstar to tailor portfolios to client goals and risk tolerance.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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CFP®, ChFC®, Series 66

Algonac, MI

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Wealth management Real estate investing Passive / index investing Educators, Teachers, and Academics
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Chesterfield, MI

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Christopher S

Series 63, Series 65

Chesterfield, MI

Founders Financial Securities LLC

Christopher Schwarzkoff is a financial advisor at Founders Financial Securities LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gwfs Equities, Inc. and Diversified Retirement Services, among other roles. Schwarzkoff also engages in the solicitation and placement of fixed insurance products. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, retirement consulting, and a range of investment programs that combine mutual funds, ETFs, model allocations, and sub-advised strategies.

Business exit / sale strategy Founder/Business Owner Retired
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