Mark Stevens (CRD# 1810410) is an Investment Advisor Representative working at Bane O'leary LLC in Bloomington, MN and has over 36 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bane O'leary LLC | Edina, MN | Apr 2017 - Current | 7 |
| Mark Stevens, Sole Proprietor | Edina, MN | May 2015 - Current | 8 |
| Beacon North Associates | Eden Prairie, MN | Feb 2012 - Current | 12 |
| Barber Financial Group | Edina, MN | Mar 2015 - Apr 2017 | 2 |
| National Planning Corporation | Minneapolis, MN | Mar 2015 - Aug 2016 | 1 |
| Securian Financial Services, Inc. | St Paul, MN | Oct 2014 - Mar 2015 | < 1 |
| Minnesota Life Ins Co | St Paul, MN | Sep 2014 - Mar 2015 | < 1 |
| Minnesota Financial Services | Mankato, MN | Sep 2014 - Mar 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1988 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2014 |
- MN
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Total Assets Under Management78MILLIONS
-
Total Number of Accounts443ACCOUNTS
-
Average Account Value$176,600
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AZ, CO, MN, OK
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