Osaic Wealth
44yrs
Top advisor by experience in Kalamazoo
42yrs
Mark Sandmeyer is a fiduciary financial advisor in Kalamazoo, Michigan, with 42 years in the industry. After two years at Morgan Stanley & Co., Mark joined Morgan Stanley in 2009, a firm offering financial planning, investment management, and retirement plan consulting. Morgan Stanley reports being paid through a percentage of assets, flat fees, and commissions.
One of 181 advisors with offices in Kalamazoo, and one of 159 fiduciaries.
At a glance
Experience42 years (since 1984)
How that compares ?Top 2% by experience nationwide
Office277 South Rose Suite 3100, Kalamazoo, MI 49007
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational 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
- 2009 – nowMorgan StanleyCurrent firm
- 2007 – 2009Morgan Stanley & Co. LLCPreviously
Contact Mark
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Mark. 277 South Rose Suite 3100Kalamazoo, MI 49007Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.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 Morgan Stanley at (914) 225-5510 and ask for Mark Sandmeyer. Mark works from the Kalamazoo, MI office.
How long has Mark been a financial advisor?
Mark has been in the industry since 1984, about 42 years. Top 2% by experience nationwide.
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?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, 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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