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Mark Steven Robinson

RIA Advisory Group, LLC

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About Mark Steven Robinson

Mark Steven Robinson is a registered investment advisor representative associated with RIA Advisory Group, LLC. Mark has been in the industry for over 10 years and has experience with MML Investors Services, LLC, PRUCO Securities, LLC, and Quest Capital Strategies, Inc. Mark has also been involved in other businesses, including Insurance Brokers of MN. Mark is a licensed investment advisor in Minnesota and holds the Series 63, 65, and 26 licenses. Mark has a history of providing financial advice to individual clients, pension and profit-sharing plans, and corporations or other businesses.

Firm Information

Mark Robinson is currently registered with RIA Advisory Group, LLC. RIA Advisory Group, LLC is an investment advisor based in DES MOINES, IA. They manage $398,868,182 in regulatory assets under management for 2,799 clients. The firm specializes in portfolio management for individuals. They have 15 licensed agents and 24 investment adviser representatives.
RIA Advisory Group, LLC

500 SW 7TH STREET

DES MOINES, IA 50309

$398.87M

Assets Under Management

29

Total Clients

19

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.

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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.

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percentage of assets

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

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Mark Robinson’s Registration & Firm History

MN

02/08/2020 - Present

RIA Advisory Group, LLC (BUFFALO MN)

MN

09/09/2019 - 02/04/2020

MML INVESTORS SERVICES, LLC (Buffalo MN)

MN

04/17/2017 - 09/12/2019

PRUCO SECURITIES, LLC. (Buffalo MN)

MN

08/21/2008 - 06/06/2016

MML INVESTORS SERVICES, LLC (MINNEAPOLIS MN)

CA

06/23/2008 - 08/25/2008

QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)

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Licenses & Designations

IA

Issued 05/05/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/16/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/31/2017

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/20/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Steven Robinson.
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