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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-05-29
MN RA APPROVED 2026-01-06
  • TX RA
    APPROVED_RES
    Since 2026-05-29
  • MN RA
    APPROVED
    Since 2026-01-06

Branch Locations

5270 W 84Th St Suite 310, Bloomington, MN 55437 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Capital Advisory Group Llc Bloomington MN 04/2010 Present
The Capital Advisory Group Advisory Services, Llc Bloomington MN 04/2011 01/2026
United Planners Financial Services Scottsdale AZ 06/2016 01/2026
P&M Partnership Bloomington MN 05/2008 01/2019
Bloomington Professional Building Bloomington MN 01/2008 Present
Machtig & Associates Insurance Services Llc Bloomington MN 01/2008 Present
Foreman And Airhart Bloomington MN 01/1990 Present
Foreman Financial Services Bloomington MN 01/1994 Present
First Minnesota Bank Board Of Directors Minneapolis MN 09/2017 08/2019
Lpl Financial Llc Bloomington MN 01/2026 Present
  • 04/2010 → Present
    The Capital Advisory Group Llc
    Bloomington, MN
  • 04/2011 → 01/2026
    Bloomington, MN
  • 06/2016 → 01/2026
    United Planners Financial Services
    Scottsdale, AZ
  • 05/2008 → 01/2019
    P&M Partnership
    Bloomington, MN
  • 01/2008 → Present
    Bloomington Professional Building
    Bloomington, MN
  • 01/2008 → Present
    Machtig & Associates Insurance Services Llc
    Bloomington, MN
  • 01/1990 → Present
    Foreman And Airhart
    Bloomington, MN
  • 01/1994 → Present
    Foreman Financial Services
    Bloomington, MN
  • 09/2017 → 08/2019
    First Minnesota Bank Board Of Directors
    Minneapolis, MN
  • 01/2026 → Present
    Bloomington, MN
Previous Registrations
  • 2014-01-13 → 2026-05-12
    Phoenix, AZ
    Bloomington, MN
  • 2008-03-04 → 2016-07-25
    Investors Capital Corp.
    Lynnfield, MA
    Lynnfield, MA
    Bloomington, MN
    Tulsa, OK
    Tustin, CA
    Lynnfield, MA
    Lynnfield, MA
Other Businesses

1) 2026-01-06 - Machtig & Associates Insurance Services - Business Entity For Tax/Investment Purposes Only - Y - at reported business location(s) - 2025-11-17 - 1hrs/mth - 1hrs/mth during trading 2) 2026-01-06 - Foreman and Airhart - Tax Prep/Accounting/CPA - Y - Minneapolis MN - 2025-11-05 - 100hrs/mth - 4hrs/mth during trading 3) 2026-01-06 - Bloomington Professional Building - Real Estate Rental - Y - Minneapolis MN - 2025-10-29 - 1hrs/mth - 1hrs/mth during trading 4) 2026-01-06 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Capital Advisory Group LLC. - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2025-10-29 - 5hrs/mth - 5hrs/mth during trading 5) 2026-01-06 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Foreman Financial Services - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2025-10-29 - 10hrs/mth - 10hrs/mth during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-02-26
S63 Uniform Securities Agent State Law Examination 1998-08-31
  • S65 Uniform Investment Adviser Law Examination
    2008-02-26
  • S63 Uniform Securities Agent State Law Examination
    1998-08-31
Other Names
  • Mark Alan Foreman

View on SEC IAPD

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