Mark Robinson (CRD# 5520736) is an Investment Advisor Representative working at Ria Advisory Group, LLC in Buffalo, MN and has over 15 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 1506077
Abens Financial Services Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Ria Advisory Group, LLC | Buffalo, MN | Feb 2020 - Current | 4 |
Mml Investors Services, LLC | Buffalo, MN | Sep 2019 - Jan 2020 | < 1 |
Massmutual Life Insurance Co | Buffalo, MN | Sep 2019 - Jan 2020 | < 1 |
Pruco Securities, LLC | Buffalo, MN | Apr 2017 - Sep 2019 | 2 |
The Prudential Insurance Company Of America | Buffalo, MN | Apr 2017 - Sep 2019 | 2 |
Senior Retirement Planners Dba Dfw Retirement Planners | Fort Worth, TX | Jun 2016 - Apr 2017 | < 1 |
Jim Poe & Associates, Inc. | Fort Worth, TX | Jan 2017 - Mar 2017 | < 1 |
Mml Investors Services, LLC | Minneapolis, MN | Aug 2008 - Jun 2016 | 7 |
Massmutual Life Insurance Co | Minneapolis, MN | Jul 2008 - Jun 2016 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2008 |
S65 | NASAA Investment Advisors Law Examination | May 2016 |
- MN
-
Total Assets Under Management399MILLIONS
-
Total Number of Accounts2,799ACCOUNTS
-
Average Account Value$142,504
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AZ, CO, FL, IA, IL, MN, MO, NC, NE, SD, TX, WI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.