Unclaimed Profile

Mark Michael Oswald

FUSE PARTNERS, LLC·DALLAS, Texas

SIE, Series 7, Series 8, Series 24, Series 63, Series 65Clean record16 years registeredFUSE PARTNERS, LLC

8111 PRESTON ROAD, DALLAS, TX 75225CRD# 2023553Firm CRD# 168733

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark Michael Oswald · DALLAS, TX

Registration

CRD #2023553 · FUSE PARTNERS, LLC · 16 years registered

Brand Profile

Not yet started

Career History

BALEFIRE, LLC

Jan 2024 – present

AEGIS FINANCIAL

Mar 2021 – Nov 2021

OSHKOSH, WI

ANNEX WEALTH MANAGEMENT, LLC

Aug 2009 – Oct 2020

ELM GROVE, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Series 24

Series 63

Series 65

Registration record

First registered · August 31, 2009

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FUSE PARTNERS, LLC

CRD 168733 · SEC 801-78506

AUM

$903M

Regulatory assets under management

Employees

1,317 client accounts

Services offered by FUSE PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FUSE PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Mark Michael Oswald offer?

Mark Michael Oswald specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DALLAS, Texas for a consultation.

What are Mark Michael Oswald's credentials?

Mark Michael Oswald is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Michael Oswald located?

Mark Michael Oswald is based in DALLAS, Texas, working with FUSE PARTNERS, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Mark Michael Oswald charge for services?

Mark Michael Oswald's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FUSE PARTNERS, LLC?

FUSE PARTNERS, LLC has approximately 36 employees and manages $903M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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