Mark O'neill is a CFP-designated registered investment advisor at Advisory Solutions Group, based in Arden Hills, MN, with 17 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 807 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ASG charges a percentage of your portfolio each year, up to a maximum of 2.50%. The exact fee is negotiable and depends on the complexity of the services. Clients may also be charged up to $35 per trade as an administrative fee for directed trades.
Location
Arden Hills, MN
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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.
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Mark is a Captain/Medic for the Roseville Fire Department, providing fire, EMS, and hazmat services, dedicating about a quarter of his time. He is also a Trustee/Fiduciary for the Roseville Firefighter's Relief Association, helping administer retirement funds, spending about 10-20% of his time.
Employment History
Current Registrations
Advisory Solutions Group
Wealth Enhancement Brokerage Services, LLC
Wealth Enhancement Brokerage Services, LLCBroker
Wealth Enhancement Advisory Services, LLC
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Thrivent Investment Management INC.Broker
Quasar Distributors, LLCBroker
State Registrations2 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
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