Invested Better
Unclaimed

Unclaimed

Unclaimed

Mark Richard Neubauer

Vpwm Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Mark? Claim Your Profile

About Mark Richard Neubauer

Mark Richard Neubauer is a financial advisor with over 28 years of experience. Mark is currently registered with VPWM Advisors, LLC and holds Series 6 and Series 63 securities licenses. Mark's previous experience includes working with Royal Alliance Associates, Inc. and Lincoln Financial Advisors Corporation. Mark is also a licensed agent in Minnesota, Montana and Wisconsin. Mark's areas of expertise include financial planning, portfolio management and investment advisory services. He is affiliated with VPWM Advisors, LLC. Mark is committed to providing his clients with personalized financial advice and guidance. Mark can help individuals, families, and businesses achieve their financial goals.

Firm Information

Mark Neubauer is currently registered with Vpwm Advisors, LLC. Vpwm Advisors, LLC is an investment advisor located in Plymouth, MN. They manage approximately $327,754,067 in assets for individuals, high net worth individuals, corporations, charitable organizations, and pension and profit sharing plans. Their advisory services include financial planning, educational seminars, selection of other advisors, and portfolio management. Vpwm Advisors, LLC participates in wrap fee programs.
Vpwm Advisors, LLC

505 NORTH HIGHWAY 169

PLYMOUTH, MN 55441

$327.75M

Assets Under Management

5

Total Clients

10

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Mark Neubauer’s Registration & Firm History

MN

12/12/2016 - Present

Vpwm Advisors, LLC (PLYMOUTH MN)

MN

10/04/2011 - 08/09/2012

ROYAL ALLIANCE ASSOCIATES, INC. (APPLE VALLEY MN)

MN

09/08/1994 - 09/06/2011

LINCOLN FINANCIAL ADVISORS CORPORATION (PRIOR LAKE MN)

IN

09/08/1994 - 04/01/2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

NJ

02/09/1990 - 09/27/1994

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

02/09/1990 - 12/10/1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

Not sure if Mark Richard Neubauer is right for you?

Licenses & Designations

BC

Issued 03/08/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/08/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Mark Richard Neubauer. Review regulatory record here.
Not sure if Mark Richard Neubauer is right for you?