Mark O'loughlin
Mark O'loughlin is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Great Falls, MT, with 11 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
300 Park Drive South, Great Falls, MT, 59405-1819
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Regulatory History (1)
Criminal
March 2005Other Business Activities
Mark owns Mark O Imagery, where he works as a landscape photographer and sells prints, dedicating a few hours per week. He also serves on the Board of Directors for Friends of the Montana Constitution, spending minimal time per month.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
State Registrations17 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.