MR
ChFC
MR
ChFC

Mark Ramaekers

14 Years of Experience
Omaha, NE
Broker

Mark Ramaekers is a ChFC-designated registered investment advisor at Raymond James & Associates, INC., based in Omaha, NE, with 14 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

13120 Pierce Street, Suite 200, Omaha, NE, 68144

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James & Associates, INC.
August 2024 - Present · 1 yr 9 mos
Raymond James & Associates, INC.Broker
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Edward Jones
November 2018 - August 2024 · 5 yrs 9 mos
Edward JonesBroker
October 2018 - August 2024 · 5 yrs 10 mos
Primevest Financial Services, INC.Broker
May 2000 - October 2000 · 5 mos
Bisys Brokerage Services, INC.Broker
April 2000 - May 2000 · 1 mo
Locust Street Securities, INC.Broker
January 1997 - May 2000 · 3 yrs 4 mos
Cadaret, Grant & CO., INC.Broker
September 1992 - December 1995 · 3 yrs 3 mos
State Registrations16 states
AZCACODCFLIAKSMNMONDNENMOKSDTXWI
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.
Mark Ramaekers - Financial Advisor | TrueAdvisor