Unclaimed
Mark Strangis is a financial advisor registered with LPL Financial LLC since January 21, 2014. Mark has a long history of providing financial advice, with over 40 years of experience in the industry. Mark is registered in Minnesota, Iowa, Illinois, and Ohio. Mark is also a registered investment advisor in Minnesota. Mark specializes in providing financial advice to individuals, high-net-worth individuals, corporations, and charitable organizations. Mark provides a variety of financial services, including financial planning, portfolio management, and investment advice.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
01/21/2014 - Present
LPL Financial LLC (EDINA MN)
MN
03/04/2003 - 09/18/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
01/01/2001 - 03/11/2003
MILLER JOHNSON STEICHEN KINNARD, INC. (MINNEAPOLIS MN)
MN
03/20/2000 - 01/01/2001
MILLER, JOHNSON & KUEHN, INCORPORATED (MINNEAPOLIS MN)
MN
12/07/1999 - 02/08/2000
LIFEUSA SECURITIES, INC. (MINNEAPOLIS MN)
MN
01/12/1995 - 11/23/1999
R.J. STEICHEN & COMPANY (MINNEAPOLIS MN)
MN
02/25/1994 - 01/04/1995
WESTONKA INVESTMENTS, INC. (MINNETONKA MN)
MN
11/16/1992 - 02/25/1994
R.J. STEICHEN & COMPANY (MINNEAPOLIS MN)
MN
11/02/1988 - 11/19/1992
WESTONKA INVESTMENTS, INC. (MINNETONKA MN)
NA
08/25/1988 - 12/06/1988
OBERWEIS SECURITIES, INC.
NA
08/12/1988 - 08/31/1988
R.J. STEICHEN & COMPANY
NA
02/01/1988 - 08/24/1988
OBERWEIS SECURITIES, INC.
NA
06/10/1987 - 02/01/1988
ENGLER-BUDD & COMPANY INC.
NA
04/04/1986 - 07/15/1987
HAYNE, MILLER, SWEARINGEN & GLORE, INC.
NA
10/25/1985 - 05/06/1986
FIRST PREFERRED INVESTMENT CORPORATION
NA
03/13/1985 - 10/21/1985
ENGLER AND BUDD COMPANY
NA
12/04/1984 - 02/22/1985
DREXEL BURNHAM LAMBERT INCORPORATED
NA
11/19/1982 - 11/13/1984
ENGLER AND BUDD COMPANY
NA
11/10/1978 - 08/03/1982
ALSTEAD, STRANGIS AND DEMPSEY INCORPORATED
NA
07/28/1976 - 12/03/1978
ENGLER AND BUDD COMPANY
NA
10/04/1974 - 09/05/1976
MIDWEST DISCOUNT SECURITIES, INC.
NA
12/04/1973 - 10/04/1974
REUBEN ALSTEAD AND ASSOCIATES INC
IA
Issued 12/31/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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