Mark McCallum

CFP®, MBA
Managing Director, Partner & Wealth Advisor

Meet Mark

Mark McCallum is a Managing Director, Partner & Wealth Advisor based in Palatine, Illinois with 14 years of experience in the field.

About Mark

As a Managing Director, Partner & Wealth Advisor, Mark feels that the foundation of financial planning is the recognition that everyone’s economic and life situation is unique.

Mark has been helping clients pursue their financial independence since 2009. Prior to joining Carson, Wealth, Mark pursued his career as a CFP® professional at some of the leading financial firms in the industry such as Morgan Stanley, Charles Schwab and BMO Harris Financial Advisors.

Mark received his Bachelor of Science degree in civil engineering from the University of Iowa. He then went on to pursue his MBA at Colorado State University. Mark’s love for learning did not stop there. He completed extensive training, coursework and exam requirements to receive his CFP® certification.

Mark and his wife, Kelly, are the proud parents of three young children. Mark and his family love the great outdoors, they enjoy skiing, running, hiking and golf. Although if you were to ask Mark’s family, they would say that Mark spends most of his time obsessed with financial planning and researching investments – spending way too many evenings playing with his spreadsheets.

Mark McCallum is not registered with Cetera Advisor Networks LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is no way related to Cetera Advisor Networks or its registered representatives.

Compound interest is the eighth wonder of the world. He who understands it, earns it … he who doesn’t … pays it. Compound interest is the most powerful force in the universe.
Albert Einstein

Qualifications

Icon/Paid Volunteer Day Created with Sketch. Experience
  • 14 years financial industry experience
  • 7 years with Carson Wealth
Education
  • BS University of Iowa
  • MBA Colorado State University
2. Icon / 2. Decorative / Product / Fee Trades Copy Certifications
  • CFP®
  • MBA
Compound interest is the eighth wonder of the world. He who understands it, earns it … he who doesn’t … pays it. Compound interest is the most powerful force in the universe.
Albert Einstein

Carson Wealth

220 N. Smith Street Suite 220
Palatine, IL 60067
(847) 934-7777
150 Lincolnway Suite 1005
Valparaiso, IN 46383
(219) 476-3696
2135 City Gate Ln Suite 460
Naperville, IL 60563
(630) 388-7000
31313 Northwestern Hwy Ste 122
Farmington Hills, MI 48334
(248) 737-0529
3772 Fashion Square Boulevard
Saginaw, MI 48603
(989) 792-7777