Osaic Wealth
40yrs
Top advisor by experience in Muskegon
22yrs
Mark Harrie
Full name on record: Mark Patrick Harrie
Financial advisor at Cambridge Investment Research Advisors
Based in Muskegon, Michigan, Mark Harrie is a fiduciary financial advisor with 22 years of industry experience. Mark has been with Cambridge Investment Research Advisors since 2020; before that, Mark spent three years at Cetera Investment Advisers and nine years at Fifth Third Securities. Cambridge Investment Research Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 86 advisors with offices in Muskegon, and one of 83 fiduciaries.
At a glance
Experience22 years (since 2005)
How that compares ?More experience than 65% of advisors nationwide
Office794 Pine St. Suite. 210-5, Muskegon, MI 49442
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$378,281
Advisors at the firm3,917
States licensed ?1 state
Services through Cambridge Investment Research Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops
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.
Series 66Uniform Combined State Law Examination
Career
- 2020 – nowCambridge Investment Research Advisors, Inc.Current firm
- 2017 – 2020Cetera Investment Advisers LLCPreviously
- 2008 – 2017Fifth Third Securities, Inc.Previously
- Jan 2005 – May 2006MerrillPreviously
Contact Mark
(641) 472-5100Firm headquarters in Fairfield, IA. Ask for Mark. 794 Pine St. Suite. 210-5Muskegon, MI 49442Office · Get directions Instagram pageCambridge Investment Research Advisors
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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 Cambridge Investment Research Advisors at (641) 472-5100 and ask for Mark Harrie. Mark works from the Muskegon, MI office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2005, about 22 years. More experience than 65% of advisors nationwide.
What licenses does Mark hold?
Series 66. 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?
Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, 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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