William Blair & Company
47yrs
Top advisor by experience in Illinois
42yrs
Mark Carr has worked in the financial industry for 42 years and is a fiduciary financial advisor based in Chicago, Illinois. Mark has been with Focus Partners Wealth since 2024; before that, Mark spent four years at Interocean Capital and four years at Morgan Stanley DW. Focus Partners Wealth offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.
At a glance
Experience42 years (since 1985)
How that compares ?Top 1% by experience at Focus Partners Wealth
Office980 N. Michigan Avenue Suite 1780, Chicago, IL 60611
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee, Other
Typical client at the firm ?$2.56 million
Advisors at the firm1,037
States licensed ?1 state
Services through Focus Partners Wealth
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowFocus Partners Wealth, LLCCurrent firm
- 2020 – 2024Interocean CapitalPreviously
- 2006 – 2020Interocean Capital, LLCPreviously
- 2001 – 2005Morgan Stanley DW Inc.Previously
Contact Mark
980 N. Michigan Avenue Suite 1780Chicago, IL 60611Office · Get directions Firm main line(314) 725-0455Headquarters: Focus Partners Wealth · St. Louis, MO Firm websitefocuspartners.com
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Mark
How do I contact Mark?
Call Focus Partners Wealth at (314) 725-0455 and ask for Mark Carr. Mark works from the Chicago, IL office.
How long has Mark been a financial advisor?
Mark has been in the industry since 1985, about 42 years. Top 1% by experience at Focus Partners Wealth.
What licenses does Mark hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Focus Partners Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains, other fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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