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Mark Mekler

44 Years of Experience
Minneapolis, MN
Broker

Mark Mekler is a registered investment advisor at Raymond James & Associates, INC., based in Minneapolis, MN, with 44 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

60 S. 6th Street, Suite 3510, Minneapolis, MN, 55402

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Mark is the treasurer of the Capri Sunset Homeowners Association since 2011 and a finance committee member for Pelican Point HOA since 2023, dedicating minimal time to each. He may also become a board member for Pelican Point HOA, which would require a few hours per week.

Employment History
Current Registrations
Raymond James & Associates, INC.
June 2009 - Present · 16 yrs 11 mos
Raymond James & Associates, INC.
June 2006 - Present · 19 yrs 11 mos
Raymond James & Associates, INC.Broker
June 2006 - Present · 19 yrs 11 mos
Previous Registrations
U.S. Bancorp Investments, INC.Broker
October 1999 - November 2001 · 2 yrs 1 mo
Piper Jaffray & CO.Broker
November 1981 - July 2006 · 24 yrs 8 mos
State Registrations30 states
ARAZCACOCTDCFLGAHIIAIDILINMAMDMIMNMTNCNJNYOHSCSDTXVAVTWAWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.