Mark McLaughlin (CRD# 4959300) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Ankeny, IA and has over 18 years of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Financial Securities Corporation | Ankeny, IA | Apr 2015 - Current | 9 |
| Farm Financial Partners LLC | Ankeny, IA | Feb 2011 - Current | 13 |
| Farm Financial Strategies Inc. | Ankeny, IA | Apr 2005 - Current | 19 |
| Voya Financial Advisors | Ankeny, IA | Sep 2014 - Apr 2015 | < 1 |
| Ing Financial Partners | Ankeny, IA | Apr 2005 - Sep 2014 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2005 |
| S65 | NASAA Investment Advisors Law Examination | May 2015 |
- IA
- TX
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Total Assets Under Management4,483MILLIONS
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Total Number of Accounts21,454ACCOUNTS
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Average Account Value$208,966
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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