Unclaimed
Mark Richard Knudson is a financial advisor with Cetera Investment Advisers LLC, a firm with offices in Schaumburg, Illinois. Mark Knudson has been in the financial services industry since 2009. Mark has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Mark holds licenses in both Minnesota and Texas, and is also registered as an investment adviser. Mark is committed to helping clients reach their financial goals.
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.
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2
MN
03/18/2024 - Present
Cetera Investment Advisers LLC (MINNEAPOLIS MN)
MN
09/08/2014 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
09/08/2014 - 10/28/2021
CRI SECURITIES, LLC (MINNEAPOLIS MN)
NY
09/25/2000 - 07/20/2005
LIFEMARK SECURITIES CORP. (ROCHESTER NY)
IA
Issued 12/12/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/3/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/8/2014
Series 7 - General Securities Representative Examination
BC
Issued 9/22/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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