Mark Degner
Advisor at OSAIC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Shady Cove, OR
Credentials
Series 63, Series 65, Series 66
Industry experience
32 years
About
Mark Degner is a financial advisor with Osaic Wealth, Inc. He holds Series 63, 65, and 66 licenses and has 32 years of industry experience. His prior roles include positions at Ameriprise and LPL Financial. Outside of advising, he oversees several sole proprietorships involved in property management and development. Osaic Wealth, Inc. is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and nonprofits. The firm offers a range of advisory services supported by technology-driven investment processes and access to various custodial platforms and third-party managers.
Client services
Based on OSAIC
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Fee options
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.
$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
Advisory Representatives may receive commissions as registered representatives or insurance agents for securities or insurance product sales outside advisory accounts.
$0 - $750 per hour for financial planning and consulting services, Non-Discretionary Investment Advisory Services, and Retirement Plan Consulting Services.
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
Shady Cove, OR
Most active in
Mark D has reported serving >5 clients in these states in the last 12 months.
Oregon · Texas
Work history
Osaic Wealth
2025 - Present (1 year)
Ameriprise
2020 - 2025 (5 years)
Ameriprise Financial Services Inc
2017 - 2020 (3 years)
LPL Financial, LLC (Formerly: LINSCO/PRIVATE LEDGER CORP.)
1999 - 2017 (18 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Mason C
Series 66
Eagle Point, OR
Cornerstone Securities LLC
Mason Carhart is a financial advisor with Cornerstone Securities LLC, holding a Series 66 designation and four years of industry experience. He has worked at multiple firms including Sierra Ridge Wealth Management and NEXT Financial Group, Inc. Outside of advisory work, Mason serves as a board member for the Medford Parks and Recreation Foundation and is the owner of an insurance agency specializing in life, health, long-term care, property and casualty, and disability insurance. Cornerstone Securities LLC provides investment advisory and planning services to individuals, private corporations, trusts, estates, and pension plans. The firm delivers advisory work through a team of representatives who develop portfolio strategies, offer third-party advisory program selections, and provide standalone financial planning or consulting services.
Steven S
Series 63, Series 66
Shady Cove, OR
Cornerstone Securities LLC
Steven Stratton is a financial advisor with Cornerstone Securities LLC, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Cornerstone Securities since 2019 and previously worked at PlanMember Securities Corporation. Outside of his advisory role, Stratton is active in community service through the Upper Rogue Rotary and is involved with Legal Shield as a member and distributor of legal counsel membership services. Cornerstone Securities LLC offers investment advisory and planning services to individuals, private corporations, trusts, estates, and pension plans. The firm operates as a team, providing client-directed asset management, third-party advisory program selection, and standalone financial planning or consulting services.
Michael M
Series 63, Series 66
Eagle Point, OR
Edward Jones
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")