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Mark Rachac

32 Years of Experience
St Paul, MN
1 DisclosureBrokerSells Insurance

Mark Rachac is a registered investment advisor at Cetera Investment Advisers LLC, based in St Paul, MN, with 32 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

85 E 7th Place Ste 275, St Paul, MN, 55101

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History

Regulatory History (1)
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Customer Dispute
January 2024
Settled
Other Business ActivitiesSells Insurance

Mark is a Vice President, registered representative, IAR, and insurance agent at Capital Street Financial Services Inc. He also works as an independent insurance agent selling fixed insurance products full-time and owns farmland, spending minimal time on it.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
June 2021 - Present · 4 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.Broker
June 2010 - June 2021 · 11 yrs
Voya Financial Advisors, INC.
June 2010 - June 2021 · 11 yrs
Princor Financial Services Corporation
August 2006 - June 2010 · 3 yrs 10 mos
Princor Financial Services CorporationBroker
July 2006 - June 2010 · 3 yrs 11 mos
Cri Securities, LLCBroker
October 1998 - July 2006 · 7 yrs 9 mos
Securian Financial Services, INC.Broker
February 1994 - July 2006 · 12 yrs 5 mos
State Registrations37 states
ALARAZCACOCTDEFLGAHIIAIDILINKSMAMDMIMNMOMTNCNDNHNJNYOHOKORPASCSDTXUTVAWAWI
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.