Mark Mahoney
Mark Mahoney is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in North Lawrence, OH, with 33 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
North Lawrence, OH
Get directionsHistory
Regulatory History (3)
Customer Dispute
April 2025Customer Dispute
April 2010Customer Dispute
March 2000Other Business Activities
Mark is the President of WNMTA LLC, a personal service corporation, and an independent contractor for ACAG3, LLC. He also works as an art instructor and engages in painting and farming activities, dedicating a few hours per week to each.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
Chubb Securities CorporationBroker
State Registrations10 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.