Merrill
47yrs
Top advisor by experience in Oak Brook
19yrs
Mark Fleming
Full name on record: Mark Alan Fleming
Financial advisor at Compass Financial Management
Mark Fleming is a financial advisor in Oak Brook, Illinois, with 19 years in the industry. After a year at Paradigm Wealth Management and six years at Rothschild Wealth, Mark joined Compass Financial Management in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Mark holds the CFP® designation.
At a glance
Experience19 years (since 2008)
How that compares ?More experience than 58% of advisors nationwide
Office700 Commerce Drive Suite #500, Oak Brook, IL 60523
How the firm is paid ?Percent of assets
Typical client at the firm ?$393,103
Advisors at the firm38
States licensed ?1 state
Services through Compass Financial Management
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2024 – nowCompass Financial Management LLCCurrent firm
- Sep 2023 – Aug 2024Paradigm Wealth Management, LLCPreviously
- 2018 – 2023Rothschild Wealth LLCPreviously
- Oct 2012 – Oct 2012Strategic Wealth Partners, LLCPreviously
Contact Mark
(813) 597-6400Firm headquarters in Tampa, FL. Ask for Mark. 700 Commerce Drive Suite #500Oak Brook, IL 60523Office · Get directions Facebook pageCompass Financial Management
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mark
How do I contact Mark?
Call Compass Financial Management at (813) 597-6400 and ask for Mark Fleming. Mark works from the Oak Brook, IL office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2008, about 19 years. More experience than 58% of advisors nationwide.
What licenses does Mark hold?
Series 63. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Mark paid?
Compass Financial Management reports being paid by a percentage of the assets they manage. 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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