VETTED

Mark Starosciak

CFP^®, CRPC^®

Edelman Financial Engines, LLC - tariktest

Tel: 720-253-1818 50 South Steele Street #830 Denver, CO 80209

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About Mark Starosciak

Mark is a CERTIFIED FINANCIAL PLANNER(TM) in Denver and the founder of Infinium Investment Advisors, LLC. He earned his undergraduate and MBA from the University of Michigan and focuses primarily on partnering with investors in the Technology industry and advising them on personal financial planning and investment management strategies. Mark is the past president of the Denver Business Series and Founder of WineLeague^®, a Denver-based 501c(3) nonprofit corporation that has turned wine tasting into a sport, all of the name of helping other dynamic nonprofits.

About Edelman Financial Engines, LLC - tariktest

Like many start-up businesses, Infinium Investment Advisors was born out of two driving forces: to build a better mouse trap to deliver personal financial services, and to fix the problems prevalent in the industry today.

In 2008, founder Mark Starosciak had spent a decade with Merrill Lynch as a financial advisor to dozens of families. A little thing called the Great Recession came along and brought down Wall Street giants such as Bear Sterns, Lehmann Brothers, and Merrill Lynch (until Bank of America saved them).

Although the large Wall Street firms had years of history and success behind them, their purpose had slowly been lost to the endless pursuit of fees and bottom-line financial results. The legacy of "Firm first, client second," that got those stalwarts into trouble still exists. The recent examples of Wells Fargo, Morgan Stanley, and others remind us that there is plenty of room for objective and unbiased financial advice in a sea of just the opposite.

We invite you to learn more about us and our mission to deliver valuable, low-cost financial advice to Technology investors, executives & entrepreneurs.

See Disclosures

Hobbies Details

Hobbies:

Fly Fishing Skiing Travel

General Information

Firm Start Year:

2009

No. of Employees:

5-9 Employees

Name of Custodial Firm:

Fidelity Investments

States Licensed in:

All states served

Communities served:

Arvada, Aurora, Boulder, Brighton, Broomfield, Commerce City, Conifer, Denver, Dupont, Eldorado Springs, Englewood, Evergreen, Golden, Henderson, Indian Hills, Kittredge, Lafayette, Littleton, Lone Tree, Louisville, Morrison, Parker, Watkins, Westminster, Wheat Ridge, Cherry Creek

Number of Years with Current Firm:

Work with the following types of clients:

Businesses, Individual Investors

Advisory Services Provided:

Risk Management, Education Funding and Planning, Financial Planning for Individuals, Money Management, Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management

Qualifications & Memberships

Financial Organization Memberships:

Financial Planning Association (FPA)

Services

Investment Types:

Options & Futures, Mutual Funds, Stocks, Bonds, Annuities, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)

Can meet clients in the following ways:

Our Office, Phone, Email, Your Office, Your Home, Video Conference

Compensation and Fees

Fee Structure:

Fee-Only

Minimum Portfolio Size for New Managed Accounts:

$500,000

Compensation Methods:

Based on Assets, Hourly

Fee % Based on Assets:

Negotiable

Hourly Rate:

$150

Minimum Fee Charged for Managed Accounts:

$2,500

Firm Information

Firm's Number of Clients:

100+

Assets Managed by Firm:

$150M

Advisor's Number of Clients:

120

Advisor's Number of Managed Clients:

140

Advisor's Number of Planning Clients:

140

Assets Managed by Advisor:

$100,000,000

Preferred meeting methods

I provide a free initial consultation:

Yes

Education

Bachelor of Arts - Liberal Arts:

University of Michigan

9/1989 - 6/1993

Masters of Business Administration - Business:

University of Michigan - Michigan

9/1993 - 9/1995

Disclosures

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

https://infiniumadvisors.com/terms-of-use/

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1875484/wiseradvisor-edelman-financial-engines,-llc---tariktest-detailed-disclosure.html

21 Years of Experience

CRD# 4018163 Firm CRD# 149123Series: 66

Compliance

Registered Investment AdvisorYes

Investment Advisor RepresentativeYes

Acknowledged fiduciaryYes

Compliance Disclosures in Last 5 yearsI have a clean record

Criminal Disclosures in Last 5 yearsI have a clean record

Compensation Arrangements

CheckBank Transfer