Mark Haag
Mark Haag is a registered investment advisor at Ameriprise Financial Services, LLC, based in Boynton Beach, FL, with 26 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
1880 N Congress Ave Ste 206, Boynton Beach, FL, 33426
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2002Other Business Activities
Mark is involved in an outside business activity, dedicating minimal time to it. The details of the business are not fully provided in the filing.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations24 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
More Advisors
- Lee Turmail, CFPAmeriprise Financial Services, LLC
- Sean FentonAmeriprise Financial Services, LLC
- Arthur Peckskamp, CFAAmeriprise Financial Services, LLC
- Gwen SmithAmeriprise Financial Services, LLC
- Edward Maass, CFP, ChFCCommonwealth Financial Network
- Harlan Freeman, CFA, CFPBrightpath Financial, INC.