Mark Mahoney
Mark Mahoney is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in North Lawrence, OH, with 32 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
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.