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Mark Hegstrom

Great Valley Advisor Group, LLC
25 Years of Experience
Mendota Heights, MN
1 DisclosureBrokerSells Insurance
View SEC Summary
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Mark Hegstrom is a registered investment advisor at Great Valley Advisor Group, LLC, based in Mendota Heights, MN, with 25 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 37,014 clients with $11B in assets under management.

Great Valley Advisor Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
189 advisors
Number of Clients
37,014 clients
Average Client Portfolio
$286K average
Assets Under Management
$10.6B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.05%
$1.0M - $3.0M0.85%
$3M+0.85%

Fees for assets over $3,000,000 are negotiable. All tiers and fees are subject to negotiation at the firm's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1333 Northland Dr Ste 100, Mendota Heights, MN, 55120

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2024
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Mark is involved in several business activities, including Waterfront Financial Group LLC, Directed Equity, Advisornet Insurance, Diversified Brokerage Services, Newman Long Term Care, Business Owner Succession Strategies LLC, Hallett Financial Group, CBS Brokerage, DSB Rock Island Wealth Management LLC, and Great Valley Advisor Group. He also provides investment advisory services through Great Valley Advisor Group, dedicating full-time hours to this activity.

Employment History
Current Registrations
Great Valley Advisor Group, LLC
November 2023 - Present · 2 yrs 11 mos
LPL Financial LLC
December 2010 - Present · 15 yrs 10 mos
LPL Financial LLC
November 2010 - Present · 15 yrs 11 mos
LPL Financial LLCBroker
November 2010 - Present · 15 yrs 11 mos
Previous Registrations
UBS Financial Services INC.
September 2006 - November 2010 · 4 yrs 2 mos
UBS Financial Services INC.Broker
March 2005 - November 2010 · 5 yrs 8 mos
Ing Financial Partners, INC.Broker
January 2004 - April 2005 · 1 yr 3 mos
Locust Street Securities, INC.Broker
January 2001 - January 2004 · 3 yrs
State Registrations29 states
AZCACOFLGAIAIDILKSKYMAMIMNMSMTNCNDNJNMNVOHOKPASDTXVAVirgin IslandsWAWI
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.
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