Mark Anderson is a CFP-designated registered investment advisor at Edward Jones, based in Bismarck, ND, with 17 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.
Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.
Location
4719 Shelburne Street Suite 3, Bismarck, ND, 58503
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Regulatory History (1)
Customer Dispute
November 2015Other Business Activities
Mark is the President of BAC Properties, LLC, a real estate investment and management company, and M.R. Anderson, LLC, a business management consulting firm. He spends a few hours per week on each of these activities.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Capital Financial Services, INC.
Capital Financial Services, INC.Broker
Integrity Funds Distributor, INC.Broker
Nd Capital, INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Brokerage Services, L.L.C.Broker
Wells Fargo Investments, LLCBroker
Wells Fargo Brokerage Services, L.L.C.Broker
Nd Capital, INC.Broker
State Registrations13 states
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.