Unclaimed
Mark Johnson is a financial advisor registered with Eagle Strategies LLC. Mark has been in the financial industry since 2004 and is registered with the state of Minnesota and Texas, as well as the FINRA. Mark is a Series 7 and Series 66 licensed advisor. Mark has been working with Eagle Strategies since 2015. Prior to joining Eagle Strategies, Mark worked at Thrivent Investment Management Inc. from 2004 to 2015. Mark offers financial planning, pension consulting, educational seminars, and portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MN
09/02/2016 - Present
Eagle Strategies LLC (OTSEGO MN)
MN
11/11/2004 - 03/26/2015
THRIVENT INVESTMENT MANAGEMENT INC. (MONTICELLO MN)
BOTH
Issued 12/2/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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