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Mark Starosciak | CERTIFIED FINANCIAL PLANNER

Infinium Investment Advisors, LLC

50 South Steele Street #830

Denver, CO 80209
(720) 2531818

About Infinium Investment Advisors, LLC

Like many start-up businesses, Infinium Investment Advisors was born out of two driving forces: to build a better mouse trap to deliver personal financial services, and to fix the problems prevalent in the industry today.

In 2008, founder Mark Starosciak had spent a decade with Merrill Lynch as a financial advisor to dozens of families. A little thing called the Great Recession came along and brought down Wall Street giants such as Bear Sterns, Lehmann Brothers, and Merrill Lynch (until Bank of America saved them).

Although the large Wall Street firms had years of history and success behind them, their purpose had slowly been lost to the endless pursuit of fees and bottom-line financial results. The legacy of "Firm first, client second," that got those stalwarts into trouble still exists. The recent examples of Wells Fargo, Morgan Stanley, and others remind us that there is plenty of room for objective and unbiased financial advice in a sea of just the opposite.

We invite you to learn more about us and our mission to deliver valuable, low-cost financial advice to Technology investors, executives & entrepreneurs.

General Information

Firm Start Year

2009

No.of Employees

2-4

CRD#

4018163

Firm CRD#

149123

States Licensed in

CO, TX, CA, MI

Years of Experience in Financial Services

21

Number of Years with Current Firm

11

I work with the following types of clients

Businesses, Individual Investors

Services

Investment Types

Annuities, Exchange Traded Funds (ETFs), Mutual Funds, Stocks, Bonds, Options & Futures, Alternative Investments, Commodities, Mortgages & Real Estate, Socially Responsible Investments (SRI)

I can meet clients in the following ways

Video Conference, Via email, Via phone, At your office, At your home, At my office

Compliance

Registered Investment Advisor

Yes

Registered Representative

No

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, CERTIFIED FINANCIAL PLANNER" Certificant, CRPC®

Securities Licenses

Series 66

Financial Organization Memberships

Financial Planning Association (FPA)

Firm Information

Advisor's Number of Clients

140

Advisor's Number of Managed Clients

140

Advisor's Number of Planning Clients

140

Assets Managed by Advisor

$130,000,000

Compensation and Fees

Fee Structure

Fee Only

Compensation Methods

Hourly

Fee % Based on Assets

Negotiable

Hourly Rate

$150

Minimum Fee Charged for Managed Accounts

$2,500

Education

Masters of Business Administration - Business

University of Michigan
9/1993 - 9/1995

Bachelor of Arts - Liberal Arts

University of Michigan
9/1989 - 6/1993