MK
MK

Mark Knudson

16 Years of Experience
Minneapolis, MN
Broker

Mark Knudson is a registered investment advisor at Cetera Investment Advisers LLC, based in Minneapolis, MN, with 16 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

2701 University Avenue Se, Minneapolis, MN, 55414

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Mark works as a financial professional for North Star Resource Group, providing financial services. This requires minimal time each week, including one hour during trading hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2024 - Present · 2 yrs 4 mos
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.Broker
September 2014 - August 2023 · 8 yrs 11 mos
Cri Securities, LLCBroker
September 2014 - October 2021 · 7 yrs 1 mo
Lifemark Securities CORP.Broker
September 2000 - July 2005 · 4 yrs 10 mos
State Registrations2 states
MNTX
AdvisorBrokerBoth

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
No exam information available for this advisor.