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Mark Tillman

38 Years of Experience
North Platte, NE
1 DisclosureBroker

Mark Tillman is a registered investment advisor at Ameriprise Financial Services, LLC, based in North Platte, NE, with 38 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

302 E 6th St, North Platte, NE, 69101

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History

Regulatory History (1)
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Customer Dispute
February 2008
Denied
Other Business Activities

Mark is involved with Cirksena, Knight, Jacobsen, Sieps, Kresse, LLC, dedicating 60 hours per month, including time during trading hours. This activity is investment-related.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
June 2022 - Present · 4 yrs 1 mo
Ameriprise Financial Services, LLC
June 2022 - Present · 4 yrs 1 mo
Ameriprise Financial Services, LLCBroker
June 2022 - Present · 4 yrs 1 mo
Previous Registrations
Raymond James Financial Services, INC.Broker
June 2017 - June 2022 · 5 yrs
Cetera Investment Advisers LLC
January 2014 - June 2017 · 3 yrs 5 mos
Cetera Investment Services LLC
July 2011 - January 2014 · 2 yrs 6 mos
Cetera Investment Services LLCBroker
July 2011 - June 2017 · 5 yrs 11 mos
Ameritas Investment CORP
October 2006 - July 2011 · 4 yrs 9 mos
Ameritas Investment CORP.Broker
October 2006 - July 2011 · 4 yrs 9 mos
Primevest Financial Services, INC.
March 2006 - October 2006 · 7 mos
Primevest Financial Services, INC.Broker
May 2000 - October 2006 · 6 yrs 5 mos
Bisys Brokerage Services, INC.Broker
September 1997 - May 2000 · 2 yrs 8 mos
Sii Investments, INC.Broker
September 1996 - September 1997 · 1 yr
Securities America, INC.Broker
January 1995 - September 1996 · 1 yr 8 mos
Cowles, Sabol & Company, IncorporatedBroker
May 1992 - December 1994 · 2 yrs 7 mos
Liberty Securities CorporationBroker
August 1991 - May 1992 · 9 mos
Pamco Securities and Insurance ServicesBroker
March 1990 - August 1991 · 1 yr 5 mos
Pruco Securities CorporationBroker
June 1989 - April 1990 · 10 mos
The Prudential Insurance Company of AmericaBroker
June 1989 - April 1990 · 10 mos
Integrated Resources Equity CorporationBroker
February 1989 - June 1989 · 4 mos
Pacific Rim Securities, INC.Broker
November 1988 - February 1989 · 3 mos
Blinder, Robinson & CO., INC.Broker
June 1987 - November 1988 · 1 yr 5 mos
State Registrations8 states
AZCACOKSMONEOKSD
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.