Mark Rosinski
CFP®Professional Summary
Mark Rosinski, CFP®, who also goes by Mark Andrew Rosinski, is a registered financial advisor currently at DUNES FINANCIAL located in Valparaiso, Indiana. Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Mark has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Social Security Planning
- Retirement Income Management
- Comprehensive Financial Planning
- Investment Planning
- Tax Planning
- Retirement Planning
- Education Planning
- Estate Planning
- Insurance Planning
Other Aliases
Mark Andrew Rosinski
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Videos & Posts
This advisor has not added any videos or posts yet.
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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.
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Credentials
Years of Experience
8 years in the financial services industry
Current & Past Employments
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Current Firm
DUNES FINANCIAL | DUNES FINANCIAL LLC
Contact Information
Main Address
Valparaiso, INPhone Number
(219) 786-3680# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
159AUM (Assets Under Management)
$84,292,955Similar 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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(2/11/2025)
(5/12/2025)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view Mark Rosinski's CRS (Customer Relationship Summary).
Services Offered by Mark
- Social Security Planning
- Retirement Income Management
- Comprehensive Financial Planning
- Investment Planning
- Tax Planning
- Retirement Planning
- Education Planning
- Estate Planning
- Insurance Planning
Similar Advisors
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