Mark Englund, financial advisor Lakeville MN

Mark Englund

CRD Number: 1308294
Current Firm: Independent Financial Group, LLC

Mark Englund (CRD# 1308294) is an Investment Advisor Representative working at Independent Financial Group, LLC in Lakeville, MN and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Independent Financial Group Lakeville, MN Jan 2019 - Current 5
Securities America, Inc. Rosemount, MN Feb 2011 - Jan 2019 7
Securities America Advisors Rosemount, MN Feb 2011 - Jan 2019 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1984
Contact Info for Mark J. Englund
Phone Number: 858-436-3180
Firm Website: https://www.ifgsd.com
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    5,978
    MILLIONS
  • Total Number of Accounts
    27,435
    ACCOUNTS
  • Average Account Value
    $217,900
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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