Mark Mccombs
Mark Mccombs is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Cedar Falls, IA, with 30 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
715 W 1st St, Cedar Falls, IA, 50613-2617
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Mark owns McCombs LLC, managing the Ameriprise business and working there as outside employment, dedicating about a third of his time to each. He also serves as a board member for McCombs, spending minimal time on this role.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Lsb Wealth Management
LPL Financial LLC
LPL Financial LLCBroker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Locust Street Securities, INC.Broker
Princor Financial Services CorporationBroker
State Registrations7 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.
Exams
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