MN
CFP
MN
CFP
Mark Nakamitsu is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Edina, MN, with 23 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
7301 Ohms Lane, Suite 460, Edina, MN, 55439
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Cetera Investment Services LLC
June 2022 - Present · 3 yrs 11 mos
Cetera Investment Advisers LLC
June 2022 - Present · 3 yrs 11 mos
Cetera Investment Services LLCBroker
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - June 2022 · 3 yrs 11 mos
Strategic Advisers LLC
June 2014 - July 2018 · 4 yrs 1 mo
Fidelity Brokerage Services LLCBroker
May 2014 - June 2022 · 8 yrs 1 mo
Securian Financial Services, INC.Broker
May 2008 - April 2014 · 5 yrs 11 mos
RBC Capital Markets Corporation
April 2005 - May 2008 · 3 yrs 1 mo
RBC Capital Markets CorporationBroker
April 2002 - May 2008 · 6 yrs 1 mo
State Registrations10 states
CACOFLHIIAILKYMNTXWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.