Mark Kinney
Mark Kinney is a registered investment advisor at LPL Financial LLC, based in Coon Rapids, MN, with 27 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
2003 Northdale Blvd Nw, Ste 101, Coon Rapids, MN, 55433
Get directionsHistory
Regulatory History (1)
Criminal
February 2014Other Business ActivitiesSells Insurance
Mark owns Anoka Health & Life Services, offering insurance, long-term care, fixed annuities, and life insurance, dedicating about a quarter of his time. He is also an agent for Kinney Financial Services DBA Anoka Health & Life Services, selling similar insurance products and spending a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
State Registrations5 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.