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Raymond Mark, Cfp® Email & Phone Number
Vice President - Elements Wealth Managment and LPL Financial Advisor
at
Elements Wealth Management
1 work email found
@elements.org
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President - Elements Wealth Managment and LPL Financial Advisor
Location
Indianapolis, Indiana, United States
Company size
Who is Raymond Mark, Cfp®? Overview
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Quick answer
Raymond Mark, Cfp® is listed as Vice President - Elements Wealth Managment and LPL Financial Advisor at Elements Wealth Management, a with 2 employees, based in Indianapolis, Indiana, United States. AeroLeads shows a work email signal at elements.org and a matched LinkedIn profile for Raymond Mark, Cfp®.
Raymond Mark, Cfp® previously worked as Vice President - Elements Wealth Managment/LPL Financial Advisor at Elements Wealth Management and Investment Consultant at Jp Morgan Chase. Raymond Mark, Cfp® holds B.S., Financial Planning from Purdue University.
Company email context
Email format at Elements Wealth Management
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*@elements.org
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AeroLeads found 1 current-domain work email signal for Raymond Mark, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Raymond Mark, Cfp®
My goal is to provide clients with an intelligent and systematic approach to financial planning and investment management. To do so, I will design a client-specific plan that integrates each area of a client's finances including business interests, tax management strategies, investments and insurance needs. My plans will also guide clients through each phase of the financial life-cycle, including accumulation, rollover, distribution and transfers. My job is to assist clients with their goal of financial stability by working toward improving their investment returns, while keeping within their goals and risk profile. Ultimately, I want to simplify and better organize their lives.Securities, and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to 'Contact Info" section above. Insurance Products offered through LPL Fiancial or its licensed affiliates. Series 7 & 66 Securities Registrations held through LPL Financial, a Registered Investment Advisor The Investment Products sold through LPL Financial are not insured elements financial federal credit union deposits and are not NCUA insured. These products are not obligations of elements financial federal credit union and are not endorsed, recommended, or guaranteed by elements financial federal credit union or any government agency. The value of the investment may fluctuate, the return of the investment is not guaranteed, and loss of principal is possible.The LPL Financial registered represenatative associated with this page may only discuss and or transact business with the residents of the following states: AZ, AR, CA, CT, FL, GA, HI, IL, IN, MA, MI, MS, OH, PA, PR, SC, TX. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Listed skills include Investments, Strategic Financial Planning, Financial Risk, and Finance.
Current workplace
Raymond Mark, Cfp®'s current company
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Elements Wealth Management
3 roles
Raymond Mark, Cfp® work experience
A career timeline built from the work history available for this profile.
Vice President - Elements Wealth Managment/Lpl Financial Advisor
Investment Consultant
Jan 2008 - May 2009
1 education record
Raymond Mark, Cfp® education
FAQ
Frequently asked questions about Raymond Mark, Cfp®
Quick answers generated from the profile data available on this page.
What company does Raymond Mark, Cfp® work for?
Raymond Mark, Cfp® works for Elements Wealth Management.
What is Raymond Mark, Cfp®'s role at Elements Wealth Management?
Raymond Mark, Cfp® is listed as Vice President - Elements Wealth Managment and LPL Financial Advisor at Elements Wealth Management.
What is Raymond Mark, Cfp®'s email address?
AeroLeads has found 1 work email signal at @elements.org for Raymond Mark, Cfp® at Elements Wealth Management.
Where is Raymond Mark, Cfp® based?
Raymond Mark, Cfp® is based in Indianapolis, Indiana, United States while working with Elements Wealth Management.
What companies has Raymond Mark, Cfp® worked for?
Raymond Mark, Cfp® has worked for Elements Wealth Management and Jp Morgan Chase.
Who are Raymond Mark, Cfp®'s colleagues at Elements Wealth Management?
Raymond Mark, Cfp®'s colleagues at Elements Wealth Management include Matt Lerch, Cfp®, Cws® and Randy Vernon.
How can I contact Raymond Mark, Cfp®?
You can use AeroLeads to view verified contact signals for Raymond Mark, Cfp® at Elements Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Raymond Mark, Cfp® attend?
Raymond Mark, Cfp® holds B.S., Financial Planning from Purdue University.
What skills is Raymond Mark, Cfp® known for?
Raymond Mark, Cfp® is listed with skills including Investments, Strategic Financial Planning, Financial Risk, and Finance.
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