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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 Stephan is a financial advisor with over 29 years of experience in the industry. Mark Stephan is currently registered with LPL Financial LLC and has been with the firm since November 2009. Prior to that, Mark Stephan worked for Lincoln Financial Advisors Corporation. Mark Stephan is a licensed Registered Representative in the states of Idaho and Minnesota. Mark Stephan offers financial planning, investment management, consulting and other non-discretionary advisory services to individuals, businesses, corporations, trusts, and charitable organizations. Mark Stephan also holds licenses in 24 states, and is able to provide services in those states.
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
03/06/2002 - 11/10/2009
LINCOLN FINANCIAL ADVISORS CORPORATION (EDINA MN)
IN
03/06/2002 - 04/01/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
04/06/2000 - 02/25/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
06/01/1998 - 02/25/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
02/17/1994 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BOTH
Issued 03/11/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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