Mark Magajne is a CERTIFIED FINANCIAL PLANNER TM and registered principal with LPL Financial, a registered broker/dealer. Mark has been an advisor for over 15 years and has recently been recognized as a Five Star Wealth Manager by Chicago magazine (2010-2015)*.
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 holds an Illinois Insurance license in life, accident, heath and variable contracts. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AZ, CO, FL, GA, IL, IN, MI, NC, NM, OH, TN, UT, WI. Mark also holds FINRA Series 06, 07, 24, 63, 66 securities registrations**.
*Award 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, Member FINRA/SIPC.
Joseph Vidmar, CFA®
Joe Vidmar is a financial advisor with LPL Financial. Joe joined LPL in 2012 and oversees assets for both retirement and non-retirement accounts. Joe focuses on asset allocation models and managing investments under a tax sensitive, equity, fixed income and alternative investment framework. Joe utilizes LPL Financial research, as well as, outside research sources such as Morningstar, Standard & Poor’s and Valueline to develop customized portfolios aligned with clients’ investment objectives.
Prior to joining LPL Financial, Joe served as Vice President of Real Estate for Focus Hospitality Services where he helped oversee new acquisition and development projects. Prior to working at Focus, Joe worked as an analyst at Dmyterko & Wright Partners where he was responsible for financial underwriting and investment modeling on joint venture projects with private equity and high net worth clients.
Joe received his B.A. from University of Richmond in 2004. Following graduation, Joe played professional soccer.
Joe is a CFA® charterholder and a member of both the CFA Society of Chicago and Chicago Council on Global Affairs.
Joe lives in Brookfield, Illinois with his wife and two children. He is actively involved in soccer and the local Slovenian and Ukrainian communities.
Mrs.Olga Chavez serves as the Operations Manager for Mark Magajne’s branch at LPL Financial. Her responsibilities include compliance, account registration, document review and processing, and sales support. Additionally, Mrs. Chavez specializes in helping establish 403(b) retirement plans for public school employees such as Chicago Public Schools.
Mrs. Chavez brings over 10 years of experience in the financial services industry to LPL Financial and has provided support services for advisors with over $200 million in assets. Mrs. Chavez has an in-depth working knowledge of the processes necessary to establish retirement plans, life insurance policies, alternative investments, 529 plans, IRAs and advisory accounts.
Mrs. Chavez holds a B.S. in Business Administration from Robert Morris University. She currently resides in Chicago, IL with her husband and daughter.