Osaic Wealth
36yrs
Top advisor by experience in Cockeysville
21yrs
Based in Cockeysville, Maryland, Mark Ring is a fiduciary financial advisor with 21 years of industry experience. Mark joined CWM in 2016, after eight years at Jacob William Advisory and less than a year at LPL Financial. CWM offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 74 advisors with offices in Cockeysville, and one of 73 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?More experience than 69% of advisors in Cockeysville
Office4 North Park Drive, Suite. 402, Cockeysville, MD 21030
FirmCWM
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$875,860
Advisors at the firm620
States licensed ?1 state
Services through CWM
Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther 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
- 2016 – nowCWM, LLCCurrent firm
- 2009 – 2017Jacob William AdvisoryPreviously
- Sep 2009 – Oct 2009LPL Financial LLCPreviously
- 2007 – 2009Mutual Service CorporationPreviously
Contact Mark
(402) 330-0808Firm headquarters in Omaha, NE. Ask for Mark. 4 North Park Drive, Suite. 402Cockeysville, MD 21030Office · Get directions
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mark
How do I contact Mark?
Call CWM at (402) 330-0808 and ask for Mark Ring. Mark works from the Cockeysville, MD office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2005, about 21 years. More experience than 69% of advisors in Cockeysville.
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?
CWM reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, 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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