Mark E. Idzik

HOLISTIC FINANCIAL PARTNERS

Indianapolis, IN 46256

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CRD#: 6785467

Professional summary

Mark Elliott Idzik is a registered financial advisor currently at HOLISTIC FINANCIAL PARTNERS, LLC located in Indianapolis, Indiana.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Mark has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Central Indiana Association of Collaborative Professionals. Non-investment related. Treasurer, accounting for dues, preparing quarterly financial statements on quicken, reconciling bank statements. Less than 5% of time per month devoted to CIACP. None during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Elliott Idzik's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 26, 2017 - Present

HOLISTIC FINANCIAL PARTNERS, LLC

Office #1: 9959 Crosspoint Boulevard, Indianapolis, IN 46256

RIA

CRD#: 170913

Indianapolis, IN

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".

HOLISTIC FINANCIAL PARTNERS, LLC

FELICE ADVISORS, LLC | HOLISTIC FINANCIAL PARTNERS, LLC

CRD#: 170913 / SEC#: 801-79580

RIA

Registered Investment Advisory firm - (4/17/2014 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.

Highlighted states indicate IAR registrations

IAR

Indiana
(4/26/2017)

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

State Security Law Exam

IAR

Series 65

Date: 4/26/2017

Uniform Investment Adviser Law Examination

Current Firm

HOLISTIC FINANCIAL PARTNERS, LLC

FELICE ADVISORS, LLC | HOLISTIC FINANCIAL PARTNERS, LLC

CRD#: 170913 / SEC#: 801-79580

RIA

Registered Investment Advisory firm - (4/17/2014 Approved)

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Contact information

Main Address

9959 Crosspoint Boulevard, Indianapolis, IN 46256

Mailing Address

Phone number

(317) 550-3400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HOLISTIC FINANCIAL PARTNERS WRAP FEE BROCHURE (3/19/2025)

HOLISTIC FINANCIAL PARTNERS BROCHURE (3/19/2025)

Regulatory assets under management

Total Number of Accounts	806
AUM (Assets Under Management)	$ 377,971,272

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/19/2025	Cover Page	Report

Red Flags

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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Mark E. Idzik

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Elliott Idzik's CRS (Customer Relationship Summary).

Certified licenses

Experience

HOLISTIC FINANCIAL PARTNERS, LLC

Primary Firm SEC Registration

HOLISTIC FINANCIAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/26/2017

Current Firm

HOLISTIC FINANCIAL PARTNERS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

HOLISTIC FINANCIAL PARTNERS, LLC

TRUST BUT VERIFY

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