Wells Fargo Advisors
31yrs
Top 15% by experience nationwide
33yrs
Marc Neumann has worked in the financial industry for 33 years and is a financial advisor based in Margate, New Jersey. After 21 years at Osaic Fa, Marc joined Osaic Wealth in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Marc holds the ChFC designation.
At a glance
Experience33 years (since 1993)
How that compares ?Top 11% by experience nationwide
OfficeMargate, NJ
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- Jan 2025 – nowOsaic Wealth, Inc.Current firm
- 2004 – 2025Osaic Fa, Inc.Previously
Contact Marc
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for Marc. Margate, NJOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Marc
Tailored to Marc’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?
- 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 Marc
How do I contact Marc?
Call Osaic Wealth at (800) 821-5100 and ask for Marc Neumann. Marc works from the Margate, NJ office.
How long has Marc been a financial advisor?
Marc has been in the industry since 1993, about 33 years. Top 11% by experience nationwide.
What licenses does Marc hold?
Series 63. Tap any license on this page to see what it allows.
Is Marc a fiduciary?
Marc is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Marc paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Marc 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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