Mark Foreman
Mark Foreman is a registered investment advisor at LPL Financial LLC, based in Bloomington, MN, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
5270 W 84th St Suite 310, Bloomington, MN, 55437
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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 ActivitiesSells Insurance
Mark is a manager/owner of a CPA firm, owner/manager of commercial rental property, and an investment adviser representative. He is also a licensed insurance agent selling traditional fixed insurance products such as term, whole life, and universal life, and owns Foreman Financial Services.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
The Capital Advisory Group Advisory Services, LLC
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Investors Capital Advisory
Investors Capital CORP.Broker
Geneos Wealth Management, INC.Broker
Sunamerica Securities, INC.Broker
Cadaret, Grant & CO., INC.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations4 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.