Series 7 Securities Registration,1 Series 66 Advisory Registration,† Insurance License
Mark brings decades of experience in both financial services and information technology to his current role as financial advisor at Wealth Enhancement Group. He enjoys helping his clients understand how their values can shape their financial plan for retirement and estate planning strategy. He works closely with our Roundtable team of specialists to ensure that his clients’ plans are covered from all angles. Mark is a four-year winner (2016 and 2019) of the “FIVE STAR Wealth Manager” as noted in Mpls.St.Paul Magazine and Twin Cities Business magazine.2
Mark moved to Rochester more than 30 years ago after graduating from Oklahoma State University, where he earned his bachelor's degree in Economics and Computer Science. He and his wife Molly have been married for more than 25 years and enjoy traveling and spending time with their three grown children, Mike, Emily and Brian.
The Rochester Financial Advisory team is located in our Rochester, MN office.
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1 Securities registrations are held with, and securities are offered through LPL Financial, Member FINRA/SIPC. †Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Advisory Services and Wealth Enhancement Group are separate entities from LPL Financial.
2 Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2016, 2017, 2018 or 2019 FIVE STAR Wealth Managers.