Ameriprise Financial Services
47yrs
Top advisor by experience in Novi
18yrs
Mark Ivanovic
Financial advisor at Osaic Wealth
Based in Novi, Michigan, Mark Ivanovic is a fiduciary financial advisor with 18 years of industry experience. Mark joined Osaic Wealth in 2023, after 14 years at Wells Fargo Advisors. Osaic Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 208 advisors with offices in Novi, and one of 187 fiduciaries.
At a glance
Experience18 years (since 2009)
How that compares ?More experience than 55% of advisors nationwide
Office28175 Haggerty Rd, Novi, MI 48377
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowOsaic Wealth, Inc.Current firm
- 2009 – 2023
Contact Mark
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for Mark. 28175 Haggerty RdNovi, MI 48377Office · 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 Osaic Wealth at (800) 821-5100 and ask for Mark Ivanovic. Mark works from the Novi, MI office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2009, about 18 years. More experience than 55% 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?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed 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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