Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65, Series 66
Experience Industry experience
24 years
Location
Fowler, IN 47944
OSAIC Institutions, INC.
Enterprise
Mark Eberhart is a financial advisor at OSAIC Institutions, Inc. with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Edward Jones, Symetra, Voya Financial Partners, and Prudential Equity Group. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments and lending solutions, operating with a hybrid adviser and broker-dealer structure.
Based on OSAIC Institutions, INC.
Fixed or flat fees for financial planning and consulting services up to $25,000 or more for high net worth individuals.
$0+: Up to 2.50%, negotiable (maximum advisory fee) for customized advisory services $0+: Up to 1.25% for ERISA plan services, negotiable $10,000+: Minimum for AMP wrap fee program $5,500+: Minimum for UMA wrap fee program
Commissions earned by IARs when selling securities or insurance products as broker-dealer representatives; may receive trail fees and other compensation.
Hourly fees generally range from $50 to $750 per hour for financial planning and consulting services.
Minimum fee: Fixed or flat fees for financial planning and consulting services generally range up to $25,000, can exceed for high net worth individuals; hourly fees generally range from $50 - $750 per hour, not exceeding $25,000 annually. Fee-only: Financial planning and consulting services offered for fixed fees or hourly charges; no commissions charged for these advisory services.
Fowler, IN
300 East 5th Street
Fowler IN 47944
Advisors at this office
2
Indiana
24 years of industry experience
Fowler State Bank
2026 - Present • 1 year
Fowler, IN
OSAIC Institutions, Inc.
2026 - Present • 1 year
Meriden, CT
Clarendon Insurance Agency, Inc
2025 - 2026 • 1 year
Waltham, MA
Group 1001 Resources, LLC
2025 - 2026 • 1 year
Zionsville, IN
Edward Jones
2019 - 2025 • 6 years
St Louis, MO
Symetra Securities Inc
2013 - 2019 • 6 years
Bellevue, WA
Symetra Investment Services Inc
2011 - 2019 • 8 years
Bellevue, WA
Symetra Life
2011 - 2019 • 8 years
Bellevue, WA
Voya Financial Partners, LLC
2003 - 2007 • 4 years
Wells Fargo Clearing
2003 - 2003 • 1 year
Indianapolis, IN
Prudential Equity Group, LLC
2001 - 2003 • 2 years
Indianapolis, IN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 66
Fowler, IN
OSAIC Institutions, INC.
Courtney Rooze is a Series 66 licensed financial advisor with eight years of industry experience, currently with OSAIC Institutions, Inc. since 2018. Prior to joining OSAIC, Rooze worked at Broker Dealer Financial Services and has concurrently been employed at Fowler State Bank since 2016, where she serves in banking roles including senior agricultural lender and director, with a future position as president/director beginning in 2026. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm operates a hybrid adviser/broker-dealer model and offers customized advisory services, financial planning, access to alternative investments, and lending solutions.
Series 66
Fowler, IN
Edward Jones
Morgan Lange is a financial advisor at Edward Jones with 10 years of industry experience. He has worked at Edward Jones since 2017 and previously held roles at Broker Dealer Financial Services Corp. and Fowler State Bank. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.
Series 63, Series 65
Kentland, IN
LPL Enterprise
Bernard Bouse is a financial advisor at LPL Enterprise with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pruco Securities, LLC for 31 years. Bernard has also been affiliated with Prudential Insurance Company of America throughout his career. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.
Series 66
Kentland, IN
LPL Enterprise
Kendra Applegate is a Series 66-licensed financial advisor at LPL Enterprise with one year of industry experience. Prior to joining LPL Enterprise, she worked at Adkev Inc. for two years and held positions at General Motors and Purdue University. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.
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