Mark Opp

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Sioux Falls, SD 57108

Credentials

Series 66

Industry experience

8 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning Charitable giving & philanthropy Multi-generational wealth transfer Retirement withdrawal strategies

Work history

Edward Jones

2017 - Present (9 years)

Rich Products Corporation

2016 - 2017 (1 year)

Walmart.com

2014 - 2017 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Alex P

Series 66

Sioux Falls, SD

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner

Christopher L

Series 66

Sioux Falls, SD

Edward Jones

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Divorce financial planning Wealth management

Vickie B

Series 66

Sioux Falls, SD

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance

Steven L

Series 66

Sioux Falls, SD

Merrill

Steven Lindquist is a Wealth Management Advisor with the Lindquist Group at Merrill Lynch Wealth Management. He focuses on building disciplined structures and strategies tailored to the financial goals of individuals, families, and corporate clients. Steven’s expertise includes college and education planning, executive and equity compensation, family wealth management, legacy planning, retirement planning, and portfolio management. For corporate clients, he offers fiduciary services for retirement benefits, assists with private company sales, and supports companies entering the public market. Steven joined Merrill in 2011 after graduating with honors from Augustana University in Sioux Falls, where he earned a Bachelor’s Degree in Business Administration and Philosophy with a minor in Classics. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, Steven is involved in his local community through the Sioux Falls Family YMCA and its board of directors, as well as the Leif Ericson Day Camp, where he was both a camper and counselor in his youth. He resides in Sioux Falls with his wife, Nicholle, and their three children. In his free time, Steven enjoys golfing, hunting, cooking, hiking, reading, singing, and traveling.

Wealth management Business exit / sale strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) General retirement planning Married/Couples/Partners Parents

Anthony S

CFP®, Series 66

Brandon, SD

Edward Jones

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy General estate planning guidance Military & Veterans

Todd N

Series 63, Series 66

Sioux Falls, SD

Edward Jones

Divorce financial planning Retirement income strategy General retirement planning General estate planning guidance
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