Mark Robert Vossler

Financial advisor at Alight Financial Advisors, LLC · Charlotte, NC

Last updated 2026-10-10

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Mark Robert Vossler is a financial advisor at Alight Financial Advisors, LLC in Charlotte, NC, CRD 3003580. Licenses and exams on the registration: Series 63. IAPD registration began 2025-09-18.

Registration

CRD number
3003580
Registration status
Active
IAPD registration
2025-09-18
Industry Experience
1 year
Work Experience
28 years
States registered
CO, NC

Licenses and exams

  • Series 63

Designations

  • Chartered Financial Consultant

Work history

  • 1997-12 to 2024-10 · TIAA-CREF Individual & Institutional Services, LLC · Denver, CO
  • 1997-12 to 2024-10 · TIAA · Denver, CO
  • 2024-10 to 2025-08 · Unemployed · Westminster, CO
  • 2025-08 to Present · Alight Financial Solutions, LLC · Charlotte, NC

Current employment

SEC IAPD record for Mark Robert Vossler

Alight Financial Advisors, LLC

Regulatory AUM
$35,054,902,000
Registered advisors
65
Offices
56
Clients per advisor
3014.7 (Very high)
Average AUM per client
$178.9K (Low)
High-net-worth client ratio
0.0% (Low)

Alight Financial Advisors, LLC: advisors, services and reported ETF investments

About

Mark Robert Vossler is a Chartered Financial Consultant financial advisor at Alight Financial Advisors, LLC in Charlotte, NC. Reported securities licenses include Series 63. The latest record indicates 1 year of industry experience and 28 years of reported work history. Reported roles include Alight Financial Solutions, LLC, Unemployed, TIAA-CREF Individual & Institutional Services, LLC, TIAA.

Alight Financial Advisors, LLC's firm-level Form ADV reports 65 advisors across 56 offices; approximately 3014.7 clients per advisor, average assets per client of $178,891, and regulatory AUM of $35.1B; client categories including Individuals (non-HNW); services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Educational Seminars or Workshops.

What this firm offers

Filed by Alight Financial Advisors, LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)
  • Other

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea

Location

9300 Harris Corners Parkway, Charlotte, NC 28269

64 advisors at this office.

Alight Financial Advisors office in Charlotte, NC

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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