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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst27 years in industry

CRISTINE MARIE MARIK

Advisor at MODERN WEALTH MANAGEMENT, LLC

ORLAND PARK, IL | KANSAS CITY, MO

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Search this name across graphsid dfx:ria:15e3be02-edff-b825-889f-ce597aa4d425

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jul 1, 1999 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MODERN WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Analyst
First registration: Jul 1, 1999
Dual registered: no
Other names: CRISTINE M. MARIK
IAPD individual key: 4589843

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MODERN WEALTH MANAGEMENT, LLC	Independent wealth	Apr 25, 2025	n/a	yes	KANSAS CITY, MO\|ORLAND PARK, IL	Current employment
OFM WEALTH	Former SEC adviser	Aug 24, 2016	Sep 25, 2025	no	ORLAND PARK, IL	Previous registration
STEVENS WEALTH MANAGEMENT LLC	Former SEC adviser	Mar 17, 2014	Aug 25, 2016	no	DEERFIELD, IL	Previous registration
LEONETTI & ASSOCIATES, LLC	Former SEC adviser	May 6, 2008	Dec 11, 2012	no	BUFFALO GROVE, IL	Previous registration
LEONETTI & ASSOCIATES INC	n/a	Jan 2, 2004	Jun 20, 2008	no	BUFFALO GROVE, IL	Previous registration
SUCCESSFUL FINANCIAL SOLUTIONS INC	n/a	Jul 1, 1999	Dec 31, 2003	no	BUFFALO GROVE, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
OFM WEALTH	MODERN WEALTH MANAGEMENT, LLC	Sep 25, 2025	Apr 25, 2025	-153	Firm change after gap	RIA to RIA
STEVENS WEALTH MANAGEMENT LLC	OFM WEALTH	Aug 25, 2016	Aug 24, 2016	-1	Firm change	Other
LEONETTI & ASSOCIATES, LLC	STEVENS WEALTH MANAGEMENT LLC	Dec 11, 2012	Mar 17, 2014	461	Firm change after gap	Other
LEONETTI & ASSOCIATES INC	LEONETTI & ASSOCIATES, LLC	Jun 20, 2008	May 6, 2008	-45	Firm change after gap	Other
SUCCESSFUL FINANCIAL SOLUTIONS INC	LEONETTI & ASSOCIATES INC	Dec 31, 2003	Jan 2, 2004	2	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
123091:324624:IL:2025-09-25	Sep 25, 2025	Apr 25, 2025	ORLAND PARK, IL	Firm change after gap

Relationships

Registered with (6)

→ MODERN WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Apr 25, 2025 to presentfactForm ADV
→ OFM WEALTHRegistered adviserregistration: previous registration
Aug 24, 2016 to Sep 25, 2025factForm ADV
→ STEVENS WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Mar 17, 2014 to Aug 25, 2016factForm ADV
→ LEONETTI & ASSOCIATES, LLCRegistered adviserregistration: previous registration
May 6, 2008 to Dec 11, 2012factForm ADV
→ LEONETTI & ASSOCIATES INCRegistered adviserregistration: previous registration
Jan 2, 2004 to Jun 20, 2008factForm ADV
→ SUCCESSFUL FINANCIAL SOLUTIONS INCRegistered adviserregistration: previous registration
Jul 1, 1999 to Dec 31, 2003factForm ADV

Dated events

Occurred
Sep 25, 2025
Advisor changed firm
Cristine Marie Marik left Ofm Wealth for Modern Wealth Management, Llc (registered 2025-04-25)
Form ADVobserved 5 days ago