Mark S Gallegos
Advisor at Cetera — Elk Grove Village, IL Oakton Street
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.
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 66
Experience Industry experience
3 years
Location
Elk Grove Villiage, IL 60007
Cetera
Institution
Mark Gallegos is a financial advisor at Cetera with three years of industry experience and holds a Series 66 designation. He has worked at firms including Porte Brown Wealth Management and Avantax, and he is a partner at Porte Brown LLC, where he leads areas such as international tax, M&A tax, and tax credits and incentives. He also writes and speaks on tax topics. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.
Based on Cetera
Based on Cetera
Flat fees may be charged for financial planning and consulting services as negotiated with advisor.
$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%
Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.
Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.
Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.
Elk Grove Village, IL Oakton Street
845 Oakton Street
Elk Grove Village IL 60007
Advisors at this office
10
Illinois
3 years of industry experience
Cetera Wealth Services, LLC
2025 - Present • 1 year
Elk Grove Village, IL
Cetera
2025 - Present • 1 year
Schaumburg, IL
Porte Brown Wealth Management
2024 - Present • 2 years
Elk Grove Village, IL
Avantax Insurance Agency and / or Avantax Insurance Services
2023 - 2025 • 2 years
Elgin, IL
Avantax Investment Services, Inc.
2023 - 2025 • 2 years
Elk Grove Village, IL
Avantax Advisory Services
2023 - 2025 • 2 years
Elk Grove Village, IL
Porte Brown LLC
2016 - Present • 10 years
Elk Grove Villiage, IL
Borhart Spellmeyer & Company LLC
2014 - 2016 • 2 years
Elgin, IL
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
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Trust company
They provide trust and estate administration services, typically for separate fees.
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.
Fund sponsor
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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.
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