Five Star award winner Mark J. Strefner

PROFESSIONAL PROFILE

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Mark J. Strefner

Managing Partner

Infinity Wealth Management, LLC

1801 S Meyers Rd Ste 100

Oakbrook Terrace, IL 60181

Office: 630-442-1030

info@infinitywm.com
www.infinitywm.com

Professional Approach

Mark Strefner is a Senior Partner with Chicago-based Infinity Wealth Management, LLC; a premier financial and estate-planning firm located in the suburb of Oakbrook Terrace, Illinois.

Mark’s goal is to bring clarity to the financial planning process. He has always been a promoter of the idea that, even though many investment and insurance programs are complicated by nature, your financial plan should not be. After all, how can you follow something you do not understand? His straightforward nature and communication style has led to the development of relationships than span decades and has been the cornerstone of his growth in this discipline.

A native of Chicago, Mark is a graduate of the University of Illinois at Chicago’s School of Business and Honors College, earning a Bachelor of Science degree in Business and Information & Decision Sciences. Mark began his financial services career in 1995 when he joined Franklin Financial Services as a Registered Representative and Insurance Specialist.

He has since been honored with a number of corporate and industry awards including Million Dollar Round Table, Centurion, Chairman, and Ben Franklin Awards. Mark is also a student of the highly respected Strategic Coach® program designed for successful entrepreneurs. He has been a sought-after public speaker for highly rated Insurance & Investment firms on the topic of benefit/contingency planning for business owners, legacy/investment planning for affluent clients, as well as strategy specific topics such as Premium Financing, Captive Insurance, and Welfare Benefit Planning.

Mark has participated in various boards and groups related to the industry. He was named 2012 & 2013 Five Star Wealth Manager Award as featured in Chicago Magazine. Mark is a Principal member of First Financial Recourses; a professional organization comprised of strategic problem solvers for high net worth individuals, as well as public and privately held companies. Mark has also worked with firms such as Microsoft Corp, Motorola, Abbott Labs, and AT&T.

Mark believes in personal and professional growth and is constantly striving to learn new and innovative ways to find solutions for Infinity’s corporate, municipal, family, and estate clientele. Mark’s sincere desire to help his clients and assist other financial advisors become knowledgeable about advanced planning techniques is what he credits his success to. He resides in the western suburbs of Chicago with his family.

See Accomplishments

This award was issued on 10/1/24 by Five Star Professional (FSP) for the time period 1/9/24 through 8/9/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 6273 Chicago-area wealth managers were considered for the award; 400 (6% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 5,549, 405, 7%, 10/1/23, 1/9/23 - 7/31/23; 2022: 4912, 384, 8%, 10/1/22, 1/24/22 - 7/29/22; 2021: 5635, 386, 7%, 10/1/21, 12/28/20 - 8/6/21; 2020: 4636, 356, 8%, 10/1/20, 1/6/20 - 8/7/20; 2019: 5430, 429, 8%, 10/1/19, 1/7/19 - 8/9/19; 2018: 5449, 435, 8%, 10/1/18, 1/12/18 - 8/17/18; 2017: 3781, 438, 12%, 10/1/17, 12/16/16 - 8/3/17; 2016: 3411, 726, 22%, 9/1/16, 2/26/16 - 8/19/16; 2015: 5833, 716, 12%, 10/1/15, 2/4/15 - 8/3/15; 2014: 8161, 744, 9%, 10/1/14, 2/4/13 - 8/3/13; 2013: 3998, 772, 19%, 10/1/13, 2/4/12 - 8/3/12; 2012: 2970, 780, 26%, 10/1/12, 2/4/11 - 8/3/11.

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Securities and Advisory services offered through World Equity Group, Inc. Member FINRA/ SIPC and a Registered Investment Advisor. 425 N. Martingale Road Suite 1220 Schaumburg, IL 60173. (800) 765-5004. www.worldequitygroup.com. Infinity Wealth Management, LLC and World Equity Group are independent companies.

The World Equity Group Form CRS can be found here

https://www.worldequitygroup.com/customer-relationship-summary.html

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.