MR
CFA
MR
CFA

Mark Alan Rosenkranz

11 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
30 advisors
Number of Clients
1,091 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$1.7B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $3.0M1.00%
$3.0M - $5.0M0.85%
$5.0M - $10.0M0.75%
$10M+0.65%

Fees are negotiable and may vary based on several factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$10,000
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Location

8500 Normandale Lake Blvd, Suite 450, Bloomington, MN, 55437

Get directions

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
Jnba Financial Advisors, LLC
April 2023 - Present · 2 yrs 10 mos
Previous Registrations
RBC Capital Markets, LLC
February 2023 - March 2023 · 1 mo
RBC Capital Markets, LLCBroker
April 2020 - March 2023 · 2 yrs 11 mos
Craig-Hallum Capital Group LLCBroker
April 2015 - December 2019 · 4 yrs 8 mos
Northland Securities, INC.Broker
October 2013 - April 2015 · 1 yr 6 mos
State Registrations1 state
MN
Advisor
Exams
No exam information available for this advisor.