Mark Aasen (CRD# 4343046) is an Investment Advisor Representative working at Osaic Wealth, Inc. in West Des Moines, IA and has over 23 years of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4539689
Foster Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | West Des Moines, IA | Nov 2023 - Current | < 1 |
| Diversified Financial Advisory Group | West Des Moines, IA | Feb 2016 - Current | 8 |
| Diversified Financial Group | West Des Moines, IA | May 2014 - Current | 9 |
| Fsc Securities | West Des Moines, IA | May 2014 - Current | 9 |
| Pleasant Hill Fire Department | Pleasant Hill, IA | Aug 2009 - Current | 14 |
| Ing Financial Partners | Des Moines, IA | Sep 2007 - May 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2015 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2001 |
- IA
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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