Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Magnuson is a financial advisor with over 30 years of experience in the industry. Mark is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 6, 7, 22, 24, 31, and SIE licenses. Mark is currently registered with LPL Financial LLC and VPWM Advisors, LLC in Minnesota. Mark has previously been registered with The Lincoln National Life Insurance Company, American Express Financial Advisors Inc. and IDS Financial Services Inc. Mark has experience in a variety of financial planning areas including retirement planning, college savings, investment management and insurance planning.
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
12/23/2013 - Present
LPL Financial LLC (EDEN PRAIRIE MN)
IN
08/05/1991 - 12/23/1994
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MN
05/04/1983 - 06/25/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
NA
12/21/1983 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 05/16/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 12/20/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/03/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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