Raymond James Financial Services Advisors
46yrs
Top advisor by experience in Schaumburg
6yrs
Mark Stack has worked in the financial industry for 6 years and is a fiduciary financial advisor based in Schaumburg, Illinois. After four years at Avantax Advisory Services, Mark joined Cetera Investment Advisers in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Cetera Investment Advisers reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 338 advisors with offices in Schaumburg, and one of 318 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state
Services through Cetera Investment Advisers
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
- Sep 2025 – nowCetera Investment Advisers LLCCurrent firm
- 2021 – 2025Avantax Advisory ServicesPreviously
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 Cetera Investment Advisers at (310) 257-7880 and ask for Mark Stack. Mark works from the Schaumburg, IL office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2020, about 6 years. 6 years in the industry.
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?
Cetera Investment Advisers 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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