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Mark Ronald Dittman

Advisor at LPL Financial — Marysville, MI 501 Gratiot Boulevard

Updated today

Credentials

Series 63, Series 65

Experience

31 years

Location

Marysville, MI 48040

LPL Financial logo

LPL Financial

Institution

Total advisors

22,923

Across 10,502 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Mark Dittman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at SagePoint Financial, Inc. and OSAIC. Outside of his advisory work, he is involved with DITTMAN FINANCIAL SERVICES LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Marysville, MI 501 Gratiot Boulevard

501 Gratiot Boulevard Suite 2

Marysville MI 48040

Advisors at this office

4

Most active in

Michigan · Texas

Work history

31 years of industry experience

LPL Financial

2025 - Present • 1 year

Marysville, MI

OSAIC

2023 - 2025 • 2 years

Marysville, MI

SagePoint Financial, Inc

2009 - 2023 • 14 years

Marquette, MI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Ryan M

Series 65

Fort Gratiot, MI

Insight Folios

Ryan Mc Neill is a financial advisor at Insight Folios with eight years of industry experience. He holds a Series 65 designation and has worked at Legacy Life Financial, Insight Folios, Brookstone Capital Management, and Great Lakes Insurance. In addition to his advisory role, he is an insurance producer involved in the sale of life and health insurance and annuity products. Insight Folios provides portfolio management and financial planning services primarily for individual and high-net-worth clients, as well as ERISA plan consulting and participant advisory services. The firm serves other registered investment advisers through sub-advisory relationships and employs a team-based approach supplemented by proprietary planning software and artificial intelligence tools.

Tax-loss harvesting Retirement income strategy Annuities Wealth management
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Michael G

CFP®, Series 63, Series 65

Port Huron, MI

Mariner Independent

Michael Glenn is a CFP® with 25 years of industry experience, currently affiliated with Mariner Independent in Port Huron, MI. His prior roles include positions at Huntington National Bank and Oppenheimer. He also offers investment services through Sterling Private Wealth and Mariner Platform Solutions. Mariner Independent serves individuals, trusts, pension plans, and charitable organizations through a network of investment adviser representatives, providing financial planning, portfolio management, and access to a broad range of investment tools and affiliated business services.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Retired
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Christine N

Series 65

Port Huron, MI

Mariner Independent

Christine Newberry is a financial advisor at Mariner Independent with a Series 65 designation and over 20 years of experience, including a long tenure at Huntington National Bank. She has been affiliated with Mariner Platform Solutions and Sterling Private Wealth since 2025. Mariner Independent offers investment advisory, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm provides access to model portfolios, third-party managers, and retirement plan services, supported by institutional resources and affiliated private funds.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Retired
user avatar

Bailey S

Series 66

Wales, MI

SPC

Bailey Spencer is a financial advisor at SPC with a Series 66 designation and five years of industry experience. Prior to joining SPC, Bailey worked at Sigma Financial Corporation and held various roles at other companies including Rei and LAZ Parking. Outside of financial advising, Bailey also works part-time as a food delivery driver for Door Dash. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm operates a large advisory network serving over 30,000 clients and delivers tailored, discretionary investment advice primarily through the SIGMA Managed Account and other programs.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Jeffrey R

Series 63, Series 65

Port Huron, MI

Oppenheimer

Jeffrey Rancilio is a financial advisor at Oppenheimer with 38 years of industry experience. He has held Series 63 and Series 65 designations and has been with Oppenheimer since 1999. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm provides a range of programs and advisory services, including discretionary and non-discretionary portfolio management, financial planning, and consulting.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Ryan C

Series 66

Port Huron, MI

Oppenheimer

Ryan Charron is a financial advisor at Oppenheimer with 17 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2008. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm provides a range of advisory programs including asset management, consulting, and retirement services, using strategic and tactical asset allocation alongside manager selection and portfolio reviews.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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