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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark McCombs is a financial advisor with Ameriprise Financial Services, LLC, based in Cedar Falls, IA. Mark has been in the financial industry since August 1996 and is registered with both FINRA and the state of Iowa. Mark is also a Certified Financial Planner. Mark has worked with various financial institutions throughout their career, including Lincoln Savings Bank, LPL Financial LLC, and LSB Capital Management, Inc. Ameriprise Financial Services, LLC is a large financial firm with over $479 billion in regulatory assets under management and over 2.2 million accounts. They provide a variety of financial advisory services to individuals, families, and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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.
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2
IA
11/08/2024 - Present
Ameriprise Financial Services, LLC (Reinbeck IA)
IA
09/16/2005 - 12/18/2009
FINANCIAL NETWORK INVESTMENT CORPORATION (WATERLOO IA)
SC
10/28/2002 - 09/23/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IA
02/16/1999 - 10/23/2002
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
IA
08/20/1996 - 02/16/1999
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BC
Issued 08/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/17/2002
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 08/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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