Mark Roberts is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Ames, IA, with 21 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
2546 Lincoln Way, Ames, IA, 50014
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mark owns farmland and rental properties, dedicating minimal time to these investment-related activities. He also works part-time as a sports runner/statistician for broadcasts.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Symetra Securities, INC.Broker
Principal Funds Distributor, INC.Broker
Principal Securities, INC.Broker
Princor Financial Services CorporationBroker
State Registrations19 states
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