Mark “MJ” Josefczyk (“Commish”) started the RIA Golf Outing Tour in 1994 while working for the Custody Division of Charles Schwab (Schwab Institutional – now Schwab Advisor Services). The Tour continued to grow while Mark worked for the Custody Division of TD Ameritrade (TD Ameritrade Institutional — was purchased by Schwab). Mark has now conducted 75+ outings in his career with the sole purpose of getting RIAs (Financial Advisors) together at a golf course to mingle, network, connect and share.
Our 2025 tour is taking us to 17 cities (14 states) with over 1,200 folks attending!
Criteria to attend:
- Licensed Financial Advisor (IAR, RR etc.) — Series 65 etc. (really any FINRA license)
- Front – Middle – Back office folks are welcome as long as they are accompanied by Financial Advisors from the same firm
- NO clients are allowed to attend — this is an industry-specific networking event
- Oh yeah….It’s FREE to attend!!
- NOTE: max of 3 per firm
Future cities:
- Boston
- Dallas
- Las Vegas
- San Diego
- Boise
- Charlotte