MF
MF

Mark Fitch

14 Years of Experience
Saint Cloud, MN
Broker

Mark Fitch is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Saint Cloud, MN, with 14 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1140 advisors
IM Fee
Planning only
Assets Under Management
$1.5B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1015 W Saint Germain St, Saint Cloud, MN, 56301

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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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Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 3 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 3 mos
Previous Registrations
U.S. Bancorp Investments, INC.
November 2023 - February 2026 · 2 yrs 3 mos
U.S. Bancorp Investments, INC.Broker
November 2023 - February 2026 · 2 yrs 3 mos
Cetera Investment Advisers LLC
July 2022 - November 2023 · 1 yr 4 mos
Cetera Advisors LLCBroker
July 2022 - November 2023 · 1 yr 4 mos
Cetera Advisors LLC
July 2022 - August 2023 · 1 yr 1 mo
First Allied Securities, INC.Broker
July 2022 - September 2022 · 2 mos
Great Valley Advisor Group, INC.
June 2020 - June 2022 · 2 yrs
LPL Financial LLCBroker
June 2020 - July 2022 · 2 yrs 1 mo
Wells Fargo Clearing Services, LLC
April 2016 - June 2020 · 4 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
April 2016 - June 2020 · 4 yrs 2 mos
Bancwest Investment Services, INC.Broker
March 2013 - April 2016 · 3 yrs 1 mo
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
March 2013 - April 2016 · 3 yrs 1 mo
Edward Jones
November 2011 - February 2013 · 1 yr 3 mos
Edward JonesBroker
August 2011 - February 2013 · 1 yr 6 mos
State Registrations1 state
MN
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.
Mark Fitch - Financial Advisor | TrueAdvisor