Mark Howard Stevens

Employer firm

Bane O'lEary LLC CRD 286450

$85.3M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2015 → 04/2017
  Barber Financial Group
  Edina, MN
• 04/2017 → Present
  Bane O'LEary Llc
  Edina, MN
• 02/2012 → Present
  Beacon North Associates
  Eden Prairie, MN
• 05/2015 → Present
  Mark Stevens, Sole Proprietor
  Edina, MN

Previous Registrations

• 2015-04-28 → 2017-04-28
  Barber Financial Group
  Edina, MN
  Lenexa, KS

Other Businesses

BEACON NORTH ASSOCIATES; 8459 MONTEREY CT., EDEN PRAIRIE, MN, NON-INVESTMENT RELATED, SALES CONSULTING, CEO/PRESIDENT, 02/2012 - PRESENT, INACTIVE AS OF 2/1/15; NO PLANS TO PURSUE ONLY MAINTAINING BUSINESS ACCOUNT FOR TAX PURPOSES. Mark Stevens, Sole Proprietor; Fixed Insurance, 7400 METRO BLVD STE 424 MINNEAPOLIS MN 55439-2374, Agent, 5/12/2015, 2 hours total, 2 during trading hours, Fixed Insurance.

Exams

• S66 Uniform Combined State Law Examination
  2014-11-11
• S63 Uniform Securities Agent State Law Examination
  1988-04-19

Other Names

• Mark Howard Stevens