Mark Rosinski
Dunes Financial LLC · Valparaiso, Indiana
Mark Rosinski is a fee-only financial advisor at Dunes Financial LLC in Valparaiso, Indiana, who holds the CFP and CPA credentials. Dunes Financial LLC reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Dunes Financial LLC |
|---|---|
| Based in | Valparaiso, Indiana |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $84.3M across 159 accounts |
| Credentials | CFP · CPA |
| SEC registration | Investment adviser representative in IN, TX · CRD 7008895 |
| Exams passed | Series 66 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Mark's firm compares
- Dunes Financial LLC's average account is about $530,000, from its Form ADV (assets managed divided by 159 accounts).
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Questions about Mark
Is Mark Rosinski a fee-only financial advisor?
Yes. Mark Rosinski is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Mark's firm.
How does Mark charge for financial advice?
Mark's firm, Dunes Financial LLC, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Mark Rosinski based?
Mark Rosinski is based in Valparaiso, Indiana.
What credentials does Mark Rosinski hold?
Mark Rosinski holds the CFP and CPA credentials.
Is Mark Rosinski registered with the SEC?
Yes. Mark Rosinski is registered as an investment adviser representative in IN and TX (CRD 7008895), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Dunes Financial LLC manage?
Dunes Financial LLC reports $84.3M across 159 accounts in assets under management.
How do I contact Mark Rosinski?
Contact details aren't on file yet. Search for Dunes Financial LLC.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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