Mark Almlie
Mark Almlie is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Osceola, WI, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
201 3rd Avenue, Osceola, WI, 54020
Get directionsHistory
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 co-owns The RiverGroup Financial Advisors LLC and RiverGroup Administration Services, a TPA, and is a branch manager for The RiverGroup Financial Advisors, dedicating about half his time to these activities. He also coaches tennis, owns a family farm, and writes insurance business through independent insurance agencies.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Bancwest Investment Services, INC.Broker
Bancwest Investment Services, INC.
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
U.S. Bancorp Investments, INC.Broker
Firstar Investment Services,inc.Broker
State Registrations14 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.