Tel: 331-264-1565 1211 West 22nd Street Suite 209 Oak Brook, IL 60523
About Mark Ackerman
Mark brings over 20 years of industry experience to his role as Vice President, Financial Advisor. He is passionate about providing the best possible service to his clients and founded Ackerman Wealth Management in 2024 to improve his clients' experiences.
Mark received his degree in Economics from the University of Minnesota, Twin Cities. He holds his Series 7, 31, and 66 as well as Insurance Licenses with LPL Financial.
Mark is excited to begin this new chapter and looks forward to hearing from you. Reach out to schedule time and learn more about the Ackerman Wealth Management Experience.
About Ackerman Wealth Management
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance in order to provide quality services.
Nick decided to pursue his Series 7 during an internship at TJM Investments and joined Morgan Stanley after graduation in 2017. He joined our team in 2024 and brings 10 years of experience within the financial services industry to his role. He loves working with people and building relationships where he can offer his professional experience to help improve their financial lives and reduce money-related stress. Nick is excited to start this new chapter at Ackerman Wealth Management and better serve clients alongside Vice President, Financial Advisor, Mark Ackerman. He holds his Series 3, 7,63, and 66 licenses with LPL Financial. Nick grew up in Columbus, OH, before attending college in Columbia, SC, and receiving his degree in Finance from the University of South Carolina. He currently resides in Chicago, IL. Outside of the office, he enjoys golfing, traveling, and spending time with friends and family.
Work Experience:
2024 - Current: LPL Financial
2017-2024: Morgan Stanley
2016-2017: Huntington National Bank
2015-2016: TJM Investments
CRD# 6526515
Firm CRD# 6413
Series: 66,63,3,7
General Information
Insurance License#:
8046201
Name of Broker/Dealer:
LPL FINANCIAL LLC
States Licensed in:
IL, AZ, CA, CO, CT, FL, GA, IN, MD, MA, MN, MT, NH, NY, OH, TX, UT, WI
Number of Years with Current Firm:
1
Work Experience:
2000 - 2002 Sanford Bernstein;
2002 - 2008 Bank of America Securities;
2008- 2013 Merrill Lynch;
2013 - 2024 Morgan Stanley;
2024 - Present LPL Financial
Your Office, Video Conference, Our Offices, Your Home, Our Office, Phone, Email
Compensation and Fees
Fee Structure:
Fee-Based
Minimum Portfolio Size for New Managed Accounts:
$100,000
Compensation Methods:
Based on Assets, Flat Fee, Commissions
Additional Details on Charges:
We set our fee's based on total household assets managed by our team.
Firm Information
Advisor's Number of Clients:
100
Advisor's Number of Managed Clients:
90
Advisor's Number of Planning Clients:
100
Total Assets Under Management by Advisor:
$250,000,000
Preferred meeting methods
I provide a free initial consultation:
Yes
Education
Bachelor of Arts - Ecomomics:
University of Minnesota - Minneapolis, MN
1984 - 1989
Financial Planning for Individuals
This in one of the most important services we provide for our clients. We help them think about what their actual income needs are now and what they will be once they reach retirement. We have wonderful tools to help forecast the income produced from their portfolios and how their assets will grow over time, and plan for any legacy they would like to leave for beneficiaries. We also help with planning for goals, such as: home purchases, education, weddings, travel, gifting & many more.
Portfolio Management
The foundation of our practice is to set up our client's portfolios to meet their risk, return and time horizon parameters. Getting the appropriate portfolio mix for each client is paramount to meeting their goals within their individual comfort levels. This provides our clients with a good understanding how the portfolio will perform over-time and in all market conditions.
401K Rollovers
We have a open conversation with our client to make sure a potential 401(k) rollover into an individual IRA makes sense. The benefits typically include: active asset management, better investment selections & asset classes, more holistic portfolio insight for our team and more favorable fees with asset aggregation.
Insurance Planning
We help our clients decide if insurance is a good fit for them and their portfolio, taking into consideration their individual family dynamic's. It is important to make sure family is taken care of, in the event of an unexpected loss. We help them think through coverage amounts needed, and decide between permanent or term policies. We have access with over 30 insurance providers to get the proper coverage for their individual and family needs.
Annuities
We have honest conversation with our clients to see in variable or fixed annuities make sense for their individual needs. They can make sense for clients who are looking for lifetime income, but are often hard to understand and can be expensive. We help our clients understand how they work and how they might make sense. That said, they are not always the best option.
Estate Planning & Trusts
With a deep level of understanding of the estate tax landscape both at the federal & state level, we help our clients frame comprehensive plans. We have several estate tax lawyers we work with to put the estate plans in place. We have an in-house trust company for our clients who wish to have institution act as trustee or more commonly co-trustee.
Tax Advice and Services
We manage our taxable portfolios to minimize capital gains to the maximum extent we can. We will rarely take short-term capital gains, and factor the potential tax consequence of every trade we make. By doing all of the trading in-house we are able to accomplish a high level of tax efficiency.
Education Funding and Planning
This goes hand in hand with our overall portfolio & retirement planning.
Investment Advice & Management
This goes hand in hand with portfolio management. We strive to have the proper mix of assets to meet our clients goals in a risk framework they are comfortable with. Once a portfolio mix is agreed upon, we customize the individual investments depending on a client's income needs and tax situation. All of the trading is done by Mark Ackerman & Nick Maley on an ongoing basis. By not shipping the assets to outside managers we are able to keep capital gains to a minimum. We strongly believe in the concept of "it's not what you make, but what you keep".
Disclosures
WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
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