Advisor at Lifemark Securities Corp.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Lifemark Securities Corp.
Location
Hibbing, MN 55746
Credentials
Series 63, Series 65, Series 66
Industry experience
20 years
Financial planning flat fees typically range from $250 to $5,000 depending on complexity; one-time fees also possible
IAR fee ranges from 0.35% to 0.5% depending on asset level, with maximum IAR fee capped at 2.0%; client total fee may exceed 2.0% due to program and add-ons
IARs receive commissions for selling commissionable products through broker-dealer activities, but not for advisory services
Financial planning and consulting hourly fees typically range from $100 to $500 per hour
Account minimum: Varies depending on platform and manager; specific minimums disclosed in respective platform or TAMP brochures; no explicit general minimum stated Minimum fee: Minimum annual account fees may be imposed by custodians or platforms depending on account size and program selected; specific amounts not disclosed Fee-only: IAR fees for investment advisory services are negotiable and charged as a percentage of assets under management; no commissions charged on advisory accounts
Lifemark Securities Corp.
2018 - Present (8 years)
Foresters Equity Services, Inc
2013 - 2018 (5 years)
Roche Financial Education And Strategies Inc.
2011 - Present (15 years)
Bridge Financial Services Group
2011 - Present (15 years)
Tollefson's Retail Group
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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