Citizens Securities
43yrs
Top advisor by experience in Broadview Heights
6yrs
Markus Weaver is a fiduciary financial advisor in Broadview Heights, Ohio, with 6 years in the industry. Markus joined Osaic Wealth in 2020, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 61 advisors with offices in Broadview Heights, and one of 46 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office9150 South Hills Blvd Suite 200, Broadview Heights, OH 44147
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 – now
- 2020 – nowOsaic Wealth, Inc.Current firm
Contact Markus
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for Markus. 9150 South Hills Blvd Suite 200Broadview Heights, OH 44147Office · Get directions
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Questions to ask Markus
Tailored to Markus’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 Markus
How do I contact Markus?
Call Osaic Wealth at (800) 821-5100 and ask for Markus Weaver. Markus works from the Broadview Heights, OH office.
How long has Markus been a financial advisor?
Markus has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Markus hold?
Series 66. Tap any license on this page to see what it allows.
Is Markus a fiduciary?
Markus is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Markus paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Markus 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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