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MR

Mark Earl Resnik

BURLING WEALTH PARTNERS
Chicago, IL
·CRD# 2365171·33 years experience

Professional Summary

Mark Earl Resnik, who also goes by Mark Resnik, is a registered financial advisor currently at BURLING WEALTH PARTNERS located in Chicago, Illinois. Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Mark has worked at 4 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Mark Resnik

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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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Years of Experience

33 years in the financial services industry

Current & Past Employments

BURLING WEALTH PARTNERS·CRD# 332198
RIA
One South Wacker Drive Suite 2100, Chicago, IL 60606
September 11, 2024 - Present
CIBC PRIVATE WEALTH ADVISORS, INC.·CRD# 109644
RIA
Chicago, IL
September 6, 2017 - September 17, 2024
GENEVA ADVISORS, LLC·CRD# 121629
RIA
Chicago, IL
March 17, 2014 - September 1, 2017
SEGALL BRYANT & HAMILL·CRD# 106505
RIA
Chicago, IL
December 16, 2005 - April 1, 2014

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Current Firm

BW
BURLING WEALTH PARTNERS

BURLING WEALTH PARTNERS | BURLING WEALTH PARTNERS, LLC

CRD#: 332198 / SEC#: 801-130889
RIA
Registered Investment Advisory firm - SEC (8/8/2024 Approved)

Contact Information

Main Address

One South Wacker Drive Suite 2150, Chicago, IL 60606

Phone Number

+1 (312) 825-0262

# of Employees

8

SEC notice filing (7 States and Territories)

Registered to provide investment advisory services in 7 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BURLING WEALTH PARTNERS FORM ADV PART 2A 12-06-2024 (3/18/2026)

Regulatory Assets Under Management

Total Number of Accounts

922

AUM (Assets Under Management)

$1,004,645,681

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

PARTIAL INTEREST IN TWO REAL ESTATE PARTNERSHIPS, BSR INVESTMENTS AND B&R INVESTMENTS, IN NORTHBROOK, IL.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BW
BURLING WEALTH PARTNERS

BURLING WEALTH PARTNERS | BURLING WEALTH PARTNERS, LLC

CRD#: 332198 / SEC#: 801-130889
RIA
Registered Investment Advisory firm - SEC (8/8/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Illinois
(9/11/2024)

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.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed May 1993About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Mark Earl Resnik's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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