Mark Minder (CRD# 2748581) is an Investment Advisor Representative working at Minder Planning Group, LLC in Grand Blanc, MI and has over 19 years of experience in the finance industry.
CRD# 4511557
Savant Wealth Management
CRD# 4216990
Strategic Blueprint, LLC
CRD# 6080268
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Darden Wealth Group | Ann Arbor, MI | Apr 2018 - Current | 6 |
| Minder Planning Group | Grand Blanc, MI | Jul 2009 - Nov 2020 | 11 |
| Chsiholm & Darden Investment Advisors | Ann Arbor, MI | Mar 2013 - Apr 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1996 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2007 |
- MI
- TX
-
Total Assets Under Management250MILLIONS
-
Total Number of Accounts1,144ACCOUNTS
-
Average Account Value$218,776
- 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
- Pension consulting services
- Educational seminars/workshops
AZ, CA, CT, DC, FL, GA, IL, MI, NH, NY, OH, TX
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