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Mark Mclaughlin

20 Years of Experience
Ankeny, IA
BrokerSells Insurance

Mark Mclaughlin is a registered investment advisor at LPL Financial LLC, based in Ankeny, IA, with 20 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

2805 SW Snyder Blvd, Ste 532, Ankeny, IA, 50023

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Mark is involved in several business activities, including L&S Livestock, MC Consulting, Farm Financial Partners, MS Venture Properties, Farm Estate GPS, and multiple real estate rental properties. He dedicates about a quarter of his time to Farm Financial Strategies, Inc., which involves non-variable insurance.

Employment History
Current Registrations
LPL Financial LLC
May 2024 - Present · 2 yrs 2 mos
LPL Financial LLCBroker
May 2024 - Present · 2 yrs 2 mos
Previous Registrations
Lincoln Financial Securities Corporation
May 2015 - May 2024 · 9 yrs
Lincoln Financial Securities CorporationBroker
April 2015 - May 2024 · 9 yrs 1 mo
Voya Financial Advisors, INC.Broker
May 2005 - April 2015 · 9 yrs 11 mos
State Registrations12 states
FLIAILINMNMONENVSDTXWIWY
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.