Unclaimed
Mark John Fenlon is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC. Mark has been in the financial services industry since 1994. Mark has a wide range of experience and is well-versed in various aspects of financial planning. Mark is committed to providing personalized financial advice to individuals and families.
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.
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
04/01/2024 - Present
Cliftonlarsonallen Wealth Advisors, LLC (MINNEAPOLIS MN)
NA
04/17/1989 - 12/10/1991
ASSOCIATED BROKERAGE, INC.
NA
07/14/1987 - 07/12/1988
ELAN INVESTMENT SERVICES, INC.
NA
03/03/1986 - 09/11/1986
Q & R CLEARING CORPORATION
BC
Issued 04/04/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/29/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/1986
Series 24 - General Securities Principal Examination
BC
Issued 03/26/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/04/2019
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 12/13/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/29/1983
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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