Mark Roberts (CRD# 2282848) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Boone, IA and has over 5 years of experience in the finance industry.
CRD# 4420604
Global Retirement Partners LLC
CRD# 6460989
Clarity Asset Management, Inc.
CRD# 5733510
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| U.s. Bancorp Investments, Inc. | Ames, IA | Dec 2023 - Current | < 1 |
| Symetra Securities, Inc. | Bellevue, WA | Nov 2021 - Nov 2023 | 2 |
| Symetra Life Insurance Company | Bellevue, WA | Nov 2021 - Nov 2023 | 2 |
| Princor Financial Services Corp | Des Moines, IA | May 2006 - Oct 2021 | 15 |
| Principal Life Insurance Company | Des Moines, IA | Nov 2003 - Oct 2021 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2018 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
- IA
-
Total Assets Under Management15,875MILLIONS
-
Total Number of Accounts60,028ACCOUNTS
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Average Account Value$264,455
- A percentage of assets under your management
- Other
- 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)
- Publication of periodicals or newsletters
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, VT, WA, WI, WV, WY
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