Mark Aaron Cade
CFP®Professional Summary
Mark Aaron Cade, CFP® is a registered financial advisor currently at CADE GROUP, INC. located in Carmel, Indiana and RAYMOND JAMES FINANCIAL SERVICES, INC. located in Bonita Springs, Florida. Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Mark has worked at 8 firms and has passed the Series 63, SIE, Series 7, Series 6, Series 51 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Long-term Care
- Retirement Planning
- Social Security Planning
- Investment Planning
- Retirement Income Management
- Comprehensive Financial Planning
- Insurance Planning
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
43 years in the financial services industry
Current & Past Employments
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Current Firm
CADE GROUP, INC. | VERO WEALTH | THE FINANCIAL JUNCTION
Contact Information
Main Address
10293 North Meridian Street Suite 265, Carmel, IN 46290-1140Phone Number
(317) 848-7110# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
419AUM (Assets Under Management)
$93,000,000Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(7/15/2025)
(1/22/2026)
(4/9/2003)
(1/20/1999)
(4/9/2003)
(6/17/2026)
(1/2/2024)
(12/12/2017)
(4/16/2018)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Oct 1983About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Mark Aaron Cade's CRS (Customer Relationship Summary).
Services Offered by Mark
- Long-term Care
- Retirement Planning
- Social Security Planning
- Investment Planning
- Retirement Income Management
- Comprehensive Financial Planning
- Insurance Planning
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