LPL FinancialBonds, Common Stock, ...
One of the distinguishing characteristics of our business model is our ability to consistently generate significant free cash flow. LPL does not engage in the business practices of investment banks or provide other alternative financial services. We do not engage in market-making activities nor do we engage in proprietary trading for our own account. Our trading activities are focused solely on facilitating trades for our advisors’ clients, and not on speculative trading for the firm’s own account. In addition, we have no exposure to mortgage-related investments or securities, nor do we provide loans to hedge funds or other speculators.
Advisors who work with LPL Financial have direct access to our team of analysts and to superior tools and technology designed to help increase the value and impact our independent, unbiased research. These resources help LPL Financial advisors focus on client relationships and investment strategies.
As part of the LPL Financial team, Mark Magajne, CFP® and Joseph Vidmar recognize that financial planning is a process, not a product. Wealth management is a process that involves discovering clients’ goals and developing a plan to meet them. We provide our clients with the guidance necessary to make sound financial decisions and a full range of investment services for those who want to protect and increase their financial assets. We enjoy working with our clients on how to make their financial dreams a reality.
Mark Magajne is a CERTIFIED FINANCIAL PLANNER TM Professional and registered principal with LPL Financial, a registered broker/dealer. Mark has been an advisor for over 15 years. He has been recognized as a Five Star Wealth Manager by Chicago magazine (2010-2014)*.
As a military member for more than 20 years, Mark brings discipline, service, and integrity to his practice. As a family man, he also understands the value of education, retirement, and life changes. Mark builds genuine relationships through open and honest communication and applies his expertise to each client’s specific financial needs.
Mark resides in Chicago, IL with his wife and three children.
*The Five Star award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Prior to 2012, award was based on client satisfaction. Respondents evaluated criteria such as customer service, expertise, value for fee charge and overall satisfaction. The overall score is based on an average of all respondents and may not be representative of any one client’s experience.
**Securities registrations held with LPL Financial.
Joseph Vidmar joins LPL Financial with a background in commercial real estate and finance bringing experience in real estate investment, asset management and client relationships.
Prior to joining LPL Financial, Joseph served as Vice President of Real Estate for Focus Hospitality Services where he oversaw all new acquisition and development project. Additionally, he was a project analyst at Dmyterko & Wright Partners raising over $200 million in real estate financing and negotiating over $15 million in economic assistance with municipal entities on behalf of private investors.
Joseph played soccer at the University of Richmond and professionally for teams in the United States and Slovenia. He remains actively involved in coaching and playing soccer in the Chicagoland area. He resides in Brookfield, IL with his wife and two children.
what we do
List of our products and services:
- Common Stock
- Educational IRA
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Brokerage Accounts